Why We Only Work with New Applicants Through Their Professional Adviser
A SSAS is a serious, long-term business planning tool — not a decision to make quickly, or in isolation. Before any scheme is established, it deserves full and careful consideration of the options available.
That's why RC Advisors only takes on new SSAS establishments through an introduction from your professional adviser — usually your accountant or financial adviser. In almost every case, they are better placed than anyone else to start that conversation — they already hold a holistic view of your business, your finances, and your wider business and personal aspirations, so a SSAS gets considered alongside everything else that matters, not in isolation.
It's a deliberate safeguard, not a barrier to getting started.
How Establishment Works
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1
Your adviser flags it
They already hold the full picture of your business and goals, and judge a SSAS is worth exploring alongside everything else that matters.
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2
Introduction to RC Advisors
Your adviser introduces you directly — this is the only route into a new establishment.
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3
Consultation to assess fit
We talk through your circumstances properly. We frequently conclude a SSAS isn't the right answer — that's a genuine outcome, not a formality.
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4
Scheme structured and established
Where it is the right fit, we handle the establishment properly, working alongside your accountant and other advisers throughout.
Already have a SSAS and want to know what's possible next? Our Done For You service covers the transactions your scheme actually needs done. A professional adviser looking to introduce a client? Start at Professional Advisers.
This is general information, not personalised advice for your scheme.
