Whitehall Group Reviews 

Jane Davies and her team have ben excellent in my move from my previous provider, constant communication provides me with trust and care.

Consistently outstanding service, support and advice from the Whitehall group.
Their attentiveness and response times are first class which is so helpful when trying to secure a SSAS property transaction.
Rob Hamer has been particularly helpful in our most recent transaction and it is much appreciated.
Whitehall group are a very safe place for a SSAS fund and are very deserving of their many awards.

Tremendous service - been with them a few years and dealt with a range of complex situations including unquoted investments and sponsor loans, alongside a quoted equity portfolio. This has allowed us to make great returns with an acceptable risk profile. They’re responsive and really helpful, and great value for money too.

I enquired about taking a loan from the SSAS and received very comprehensive clear information which enabled me to make a decision quickly. The loan process was completed in 4 weeks and the service was first class. Whitehall are very pleasant to work with.

Excellent Service

All of Whitehall team offer a consistent, friendly approach, creating confidence in their reassuring professionalism relating to very important personal financial transactions.

My main contacts; Josh Peel and Sophie Mellor helped process a very time sensitive SSAS Loan application with proactive efficiency. Thank you both very much.

All members of the Whitehall team who answered my numerous calls were also very helpful at all times, especially Toni.

We look forward to managing our future investments with the Whitehall Team.

Exceptional Service
In my numerous dealings with the Whitehall Group I have always found they deal with all my queries with the utmost professionalism. At the same time the reception team provide a unique personal charm that makes it feel like you speaking to a friend not just a scripted Robot as you find a lot nowadays.

If I have to single one person out it would be Josh Peel who helped process my SSAS Loan application.

Josh was an absolute diamond throughout a particularly difficult transaction. There were times when the whole deal could've just fallen apart if it were not for Josh's ingenuity and willingness to go above and beyond the call of duty to find solutions to unforeseen problems.

Thanks to all the team at Whitehall Group, keep up the great work!

Excellent service throughout our transaction. Dealt with a consultant named Josh Peel, who has absolutely gone over and above the call of duty. Trying to lend money from our SSAS pension the 1st time is a scary prospect, but the advice, diligence and hand holding provided by Josh and the back office team at Whitehall has been simply exceptional. Thanks guys 👍

The Team at Whitehall Group have been exceptionally helpful and professional. Despite the recent Covid crisis, they have ensured the business carried on in the best possible way, with customer focus, attention to detail and a willingness to help. Singling out some of the team for special praise, Joel, Helen and Carly have been particularly excellent ambassadors for the business.

I’ve found everyone I’ve dealt with at Whitehall group to be nothing short of fantastic. They’re very responsive to enquiries and proactive on your behalf so you can get on with your life safe in the knowledge they’re monitoring your pension set up. Customer service? 10/10

Having worked with several pension providers during my career and specilaising in the area of SSAS, Whitehall are my go to SSAS provider. Their service is second to none, responding to queries from both myself and clients in a timely and efficient manner. Dedicated contacts there also build relationships with clients which is extremely important. On top of all this the fees are clear and competitive. As an adviser the companies you recommend to clients are an extension of your own offering and it's vital to get this right. Whitehall have never let me down and continue to provide an exceptional service to all my clients.

Whitehall simply are the best SSAS provider in their field!

I have been recommending Whitehall from their very early days. The fact that they consistently win "best SSAS Provider" in the Moneyfacts Awards voted by financial advisers is easy to see. There are a lot of mediocre SSAS providers out there stealing a living. Thankfully, Whitehall are not!
I have set up many new SSAS's and advised on SSAS Take overs and they deliver every time.
They have managed to complete the quickest SSAS property purchase ever in 28 days where they were consequences on my client if not completed. In relation to the size of the deal, the different parties involved including a major lender then this made the likely unachievable achievable. Bravo guys!
They take a pragmatic approach and apply the most suitable solution to any financial, pension or tax planning problems.
I have dedicated contact who is amazing and goes beyond, where no problem is an issue.
They stand out from the rest by a country mile, and most importantly, they are very personable, you get through to the right person quickly and they respond promptly.
I find a lot of people and customers, particularly those that try to navigate a complex pension vehicle like a SSAS, simply do not understand the steps and complexities such as the need to obtain HMRC approval first, before simple things like a bank account can be opened and pension transfer paperwork issued. This reiterates the need for a knowledgeable independent financial advisers who will explain the steps, advise, manage expectations and implement from start to finish process. Goes to prove that paying a small fee for this type of advice is invaluable and with Whitehall in partnership, win win!

Before I had paid them, they seemed responsive but as soon as I had paid them – £500 SSAS set-up fee and £600 for a year up front – the tone changed and it was impossible to get a response from them or any assistance on the set up of my SSAS. My phone calls and voicemails were never answered and emails either went unanswered or were responded to a full 2 weeks later (I later found out the company has a policy of responding to emails within 14days, a policy I can see they strictly adhere to – of the emails that were replied to, these came in at exactly 14days!). Tasks they said they would do were either left incomplete, or were completed in contradiction to my written instruction. More than one incomplete task was blamed on lost post. After 2.5 months of not being any further along in the set-up of my SSAS, I decided to pull the plug and go to another provider. Even though the SSAS had never been fully set up, Whitehall dragged their feet on sending over the paperwork and I waited a further 2 months for them to complete the process. Despite the complete lack of customer service or care and despite the fact that the SSAS was never fully set up, Whitehall refused to refund even the year upfront costs I had paid them. In spite of all this, I am relieved to have found out early on that they have no regard for their customers so that I am not stuck with them! My new provider is both responsive and efficient – what a contrast!