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This website is for investment professionals only.

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Reasons why

We've always taken a long-term view. This applies to the relationships we build as well as our products and services. 

There are compelling reasons to recommend us as a SIPP provider, including a proven track record in excellent service delivery, experienced and qualified staff who care about you and your investors, and expertise in property purchase within a SIPP.

Longevity

In the complex area of financial planning, quality administration and consistent delivery of service are of paramount importance. However, the ability to future-proof your recommendation is becoming even more significant - and we can enable this.

Our products are all written under the same scheme, therefore your client can change investment partners, platforms or even their SIPP to another on our proposition, and you won't need to arrange a pension transfer, nor will the level of service change.

For assistance with your suitability letter, the FCA's pension switching template is a useful checklist to follow when initiating a transfer.

Intelligent technology
A bespoke IT system offers fully integrated client management, processing and reporting. Our secure web portal includes: 

  • the facility to place certain deals online;
  • instant access to your clients’ pension data;
  • ilustration wizard, including ‘what if’ scenario planning;
  • application forms and product literature downloads; and
  • electronic data feeds so e-investment affiliates can report electronically.

Disclaimer

This information is intended for investment professionals and should not be relied upon by private customers or any other persons.