Insights

Strategic Acquisition Growth WBR Group's recent acquisition of NM Perris & Co, adding 200 SSAS schemes and £300 million in assets under administration, presents an opportunity to engage with a client base seeking tailored pension and estate planning solutions, especially those managing complex SSAS portfolios.

Expanding Legal Expertise Hiring senior legal professionals such as Raksha Aggarwal and Roy Botterill indicates WBR Group's focus on strengthening its legal services. This presents a chance to offer complementary legal tech solutions or legal advisory services to support their expanded legal team and client advisory capacity.

Tech Modernization Initiatives The company's enterprise-wide program to accelerate technology use signals openness to innovative solutions that improve operational efficiency and client engagement, providing opportunities for SaaS providers, data analytics, and cybersecurity services.

High-Net-Worth Client Focus With extensive tax expertise advising high-net-worth individuals and multinational clients, WBR Group is positioned to develop premium financial planning tools, advanced tax software, or specialized wealth management solutions aimed at their sophisticated client segment.

Market Position & Growth As the UK's largest independent SSAS provider, WBR Group's strong market standing offers prospects to collaborate on industry-specific fintech innovations, compliance solutions, and strategic partnerships to enhance their competitive edge in pension administration and financial advisory services.

WBR Group - SSAS | Tax | Law | Actuarial Tech Stack

WBR Group - SSAS | Tax | Law | Actuarial uses 8 technology products and services including Xero, HubSpot Analytics, GDPR, and more. Explore WBR Group - SSAS | Tax | Law | Actuarial's tech stack below.

Xero

Accounting

HubSpot Analytics

Analytics

GDPR

Certificates

Amazon Web Services

Cloud Hosting

CookieYes

Cookie Compliance

jQuery

Javascript Libraries

Microsoft

Miscellaneous

Adobe Creative Suite

Visualisation Software

WBR Group - SSAS \| Tax \| Law \| Actuarial Email Formats	Example	Percentage
First.Middle@wbrgroup.co.uk	John.Michael@wbrgroup.co.uk	50%
First.Middle@wbrgroup.co.uk	John.Michael@wbrgroup.co.uk	50%

WBR Group - SSAS | Tax | Law | Actuarial Email Formats

Example

Percentage

First.Middle@wbrgroup.co.uk

John.Michael@wbrgroup.co.uk

50%

First.Middle@wbrgroup.co.uk

John.Michael@wbrgroup.co.uk

50%

Frequently Asked Questions

Where is WBR Group - SSAS | Tax | Law | Actuarial's headquarters located?

WBR Group - SSAS | Tax | Law | Actuarial's main headquarters is located at 5a Dominus Way Leicester, England le19 1rp United Kingdom. The company has employees across 4 continents, including EuropeNorth AmericaAsia.

What is WBR Group - SSAS | Tax | Law | Actuarial's official website and social media links?

WBR Group - SSAS | Tax | Law | Actuarial's official website is wbrgroup.co.uk and has social profiles on LinkedIn.

What is WBR Group - SSAS | Tax | Law | Actuarial's NAICS code?

WBR Group - SSAS | Tax | Law | Actuarial's NAICS code is 52 - Finance and Insurance.

How many employees does WBR Group - SSAS | Tax | Law | Actuarial have currently?

As of February 2026, WBR Group - SSAS | Tax | Law | Actuarial has approximately 164 employees across 4 continents, including EuropeNorth AmericaAsia. Key team members include Chief Operating Officer: M. T.Chief Actuarial Officer: D. D.Chief Financial Officer: R. L. F.. Explore WBR Group - SSAS | Tax | Law | Actuarial's employee directory with LeadIQ.

What industry does WBR Group - SSAS | Tax | Law | Actuarial belong to?

WBR Group - SSAS | Tax | Law | Actuarial operates in the Financial Services industry.

What technology does WBR Group - SSAS | Tax | Law | Actuarial use?

WBR Group - SSAS | Tax | Law | Actuarial's tech stack includes XeroHubSpot AnalyticsGDPRAmazon Web ServicesCookieYesjQueryMicrosoftAdobe Creative Suite.

What is WBR Group - SSAS | Tax | Law | Actuarial's email format?

WBR Group - SSAS | Tax | Law | Actuarial's email format typically follows the pattern of First.Middle@wbrgroup.co.uk. Find more WBR Group - SSAS | Tax | Law | Actuarial email formats with LeadIQ.

When was WBR Group - SSAS | Tax | Law | Actuarial founded?

WBR Group - SSAS | Tax | Law | Actuarial was founded in 2016.

WBR Group - SSAS | Tax | Law | Actuarial

Financial ServicesEngland, United Kingdom51-200 Employees

WBR Group delivers excellent outcomes for business owners, SMEs, entrepreneurs and families through our extensive experience in Small Self-Administered Scheme (SSAS) administration, actuarial and property solutions allied to our specialist tax advisory services and legal services provided by WBR Law.

The UK's largest independent provider of SSAS services.  A SSAS is a powerful tool for retirement and business planning and we are dedicated to providing you with a personalised and proactive administration and professional trustee service.

Bringing cutting-edge tax expertise to your clients, our tax experts have amassed over 100 years’ experience, within top 10 accountancy firms. They advise a wide range of clients - from high-net-worth individuals to multi-national companies – on matters that span the tax law spectrum.

Insights

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