Increasing growth to expand my business

Overview

After 7 years in business, speech and language therapist Mags has a successful company, her practice, and is making good profit. Rather than let the Covid-19 pandemic impact business, Mags was able to increase growth by expanding the walls to include teletherapy, which offers over the phone and online therapy and is now helping even more people.

“Without the constrictions of location, we were excited to be able to help more people and make our therapy even more accessible and as a result, company growth escalated.”

The next logical step for Mags was to investigate investment opportunities, ensuring that her increased profit was carefully managed and in the right place for business growth.

The approach

For Mags, a little online investigation into potential investment opportunities led her to looking at property as a robust and profitable avenue for investing the profits she was making from her company.

“I wanted to find a company who would give me a straightforward introduction into property investment, without too much impact upon my time. I just needed to understand the process, the risks and the benefits, without being overwhelmed with options that weren’t relevant to me.”

Mags’ first contact with TLPI was finding a straightforward explanation of the SSAS on the TLPI website, prompting her to download a guide. A key trigger for Mags was understanding and despite not knowing anything about the TLPI and the SSAS prior to this, the benefits were obvious, the process straightforward and the flexibility to achieve her personal goals clear.

“A priority for me was speaking to someone I could trust. I did my research and when I spoke to Lewis at TLPI, I felt connected; that was important to me.”

The solution

After a couple of conversations with Lewis, Mags felt comfortable in her understanding of the SSAS and sure that it was the perfect tool to help her achieve the goals (one being increasing growth to expand her business) she had in mind. The ability to invest and achieve fixed, enviable returns, was a big factor in Mags’ decision to make her first investment into property crowdfunding. All investments carry some level of risk but for Mags, property crowdfunding offers a balance and lower level of risk that feels comfortable.

The result

With minimal property knowledge and time investment required, property crowdfunding is proving to be the perfect fit for Mags. Just four months into her SSAS and property investment journey, she is already arranging further consultation with Lewis to look at additional crowdfunding investment opportunities as her funds continue to grow. Another option for Mags is to bring her partner into the SSAS, meaning that pensions can be pooled. With a larger pot, their property crowdfunding investments can achieve higher returns, resulting in increased pension funds for them both.

“Contacting TLPI was the right decision for me. Trust was so important and I was assured of that very early on. Lewis is responsive, friendly and extremely genuine. I wouldn’t hesitate in recommending TLPI to anyone who is looking at pensions, investments and property”

Back

5 stars

We get 5 stars from our Clients.

Business owners consistently rate us for our expertise, clarity, and genuinely supportive service.

Paul Reid

I am nearly through the setup process for my SSAS. HMRC have taken about 12 weeks to approve the scheme. TLPI have been quick in getting the SSAS setup process started and have monitored the HMRC approval, responding to questions HMRC asked. TLPI prepared the new bank account application and pension transfer request, ready to submit upon HMRC approval, of the SSAS. Time to complete the setup is as short as possible with TLPIs proactive setup process.

Colin Woodhouse

Excellent service, held my hand and guided me through the whole SSAS Process. Very pleased with TLPI and their staff who are all very helpful in all respects.

Tina Nguyen

I had the pleasure of working with Akash Bajij while setting up my Family Investment Company, and I couldn’t recommend him more highly. He’s not only extremely knowledgeable, but also genuinely takes the time to listen and provide thoughtful, tailored advice. Akash guided me through the entire process with clarity and professionalism, making what initially felt complex much more manageable. A truly good guy—honest, approachable, and always willing to help. I’m really grateful for his support and would happily recommend him to anyone looking for expert guidance in this area

Kenneth Irabor

I am incredibly pleased with the service provided by TLPI in setting up my SSAS pension. The team was professional, knowledgeable, and supportive throughout the entire process. They guided me every step of the way, ensuring that everything was handled smoothly and efficiently. Thanks to their expertise and commitment, I've already seen an initial successful investment, which has given me great confidence in their abilities. I highly recommend TLPI to anyone looking for top-notch support in managing their pension and investments.

Glenn White

TLPI has been fantastic from start to finish. From my first conversation with Gareth Robertson I had absolute confidence they were the right company for me and my pension assets. After enduring the long HMRC approval process, my SSAS is now fully established and funded, and we are already working on plans to invest and grow it. Gareth and the rest of the team dealt with the entire process extremely professionally, keeping me up to date throughout and responding to my many questions and queries quickly and effectively. I fully recommend TLPI and am looking forward to working with the team for many years to come to maximise my pension assets.

Tommy Meads

We used Jordan @ TLPI to set up a family trust for our company to purchase a commercial property. He was efficient, informative and professional every step of the way. If there were any queries during the whole process they were resolved promptly. This was our first dealings with family trusts and TLPI's guidance during this time was highly valued! I would highly recommend them!

Preet Singh

Awesome people, good service and trustable, specially Mr. Akash. Many Thanks

Chris Airey

It is great to be working with people who want you to win. My key contacts Spencer and Isi know their business - practical and expert.

Liam Thomas

Jordan looked after us incredibly well from start to finish. Dealing with tax can be a complicated process but Jordan simplfies everything and takes the time to answer all of your questions in detail. Would highley reccomend.

Richard Smith

TLPI provide a brilliant service full stop. From our initial conversations they have been extremely helpful, diligent and thorough. I can't thank them enough for their advice, pointers and guidance that they have provided so far. They have made something which to me is extremely complex and confusing feel very straight forward.

Cris Emson

I much appreciate the help and guidance TLPI have given me in setting up a Family Investment Company, and now we have reached the end of the first year we are now preparing the first set of annual accounts. Again TLPI are proving invaluable is giving help and advice, and I am sure none of this would be possible without their expert support.

Keith Jones

Tlp have been fantastic with there advice and help in setting up my retirement plans , putting structures into place to help with future generational hand over of assets, great advice from Jordan Sharpe, easy to deal with and always on hand for help when needed, well done all, 👏 ✔️

Big thanks to sue for all your outstanding work, sue kept me updated with my pension transfer every step of the way, I would have no problem referring them on to anyone who needs sound advice and financial pension planning, thanks again for all your help,

Vipin Varsani

Very helpful through the whole process and after.