SIPPs, SSASs, Pensions and Investments - Leicester - Boolers

We are authorised to hold client money in client bank accounts that we operate. The security of these funds is of primary importance to us. All client money is kept separate from our own funds and these accounts are reconciled on a regular basis

The general client accounts are maintained with National Westminster Bank plc. We also have a facility operated via Bank of Scotland, which has established an in-house branch dedicated to our clients.

The arrangement has proven to be of real benefit to our clients by saving time and cutting out the middle man. This means that through a computer link we are able to send instructions to Bank of Scotland, who can establish dedicated accounts for:

  • Individuals
  • Pension schemes
  • Companies
  • Charities
  • Trusts

The account offers a rate of interest linked to the Bank of Scotland Base Rate. We also have arrangements with several other banks to provide streamlined account opening and operating procedures, with competitive rates of interest. Please contact us to receive details of current rates.