Client profile: Robinson Rice Associates

Business

Accountant Beverley Rice built up a business from home, starting with three clients. After 10 years she owned one office and rented two more, with a thriving accountancy practice specialising in taxation. She then had the opportunity to buy a second office.

Funding needs

Beverley wanted to expand and buy new premises. HSBC would fund the main investment, but she needed initial capital to secure the property she wanted. She had looked at pensionledfunding.com for a client and decided it suited her own requirements.

Result

Following an independent intellectual property valuation, funds were transferred from her newly established SIPP to her business bank account.

Going Forward

Beverley has purchased her second office and is planning 10 more years of business growth.

Categories: Finance
  • The Pavilions
  • Eden Park
  • Ham Green
  • Bristol, UK
  • BS20 0DD
  • T +44 (0) 0800 014 7099
  • E info@pensionledfunding.com

Pension-led funding is a complex strategy and subject to regulated advice. Any funding proposal involving pension transfers will need to be individually assessed for suitability. Pension-led funding is one method of funding your business and should be compared with other funding options. Remember that a pension is a long-term savings vehicle to provide retirement provision for its members. The value of a pension may go up or down. pensionledfunding.com is a trading name of Clifton Asset Management PLC (NO. 07206291). Subsidiary companies include Clifton Consulting LTD and Clifton Wealth LTD.

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All companies are registered in England – Registered office: The Pavilions, 69-71 Macrae Road, Ham Green, Bristol BS20 0DD. Clifton Consulting LTD (NO. 07207668) and Clifton Wealth Limited (NO. 07207206) are appointed representatives of Clifton Compliance Services LTD (NO. 06529425) which is authorised and regulated by the Financial Conduct Authority.