WBR Group

WBR Group is an independent UK professional services firm supporting business owners, entrepreneurs, small and medium-sized enterprises, and families with pension, tax and financial planning needs. Its work focuses on helping clients connect long-term financial planning with wider business and family ambitions, with an emphasis on tax efficiency, clear advice and personal service.

The group provides Small Self-Administered Scheme (SSAS) services, including pension administration and trusteeship, and offers support for defined benefit SSAS arrangements. Its broader services include strategic tax advice, inheritance tax guidance, actuarial services, company law and commercial property advice. WBR Group also assists with commercial property investment and related legal matters through its in-house expertise.

The firm presents itself as a one-stop provider, bringing together SSAS administration, tax specialists, actuaries, legal professionals and lending expertise. It highlights independence, transparency and making complex professional advice easier to understand. Alongside client services, WBR Group shares educational resources and insights about SSAS pensions, business planning and property, helping clients explore options relevant to their financial objectives.