Managed SIPP
Why invest in a Invest & Grow SIPP?
We offer a highly personalised service to all. Whether you manage the money yourself with one of our experienced investment advisers or let us manage it for you, you will receive all the tax benefits of a personal pension scheme, offering access to a wide range of allowable, intricately assessed investments.
SIPP Overview
A Self Invested Personal Pension allows the investor to remain in complete control. With greater flexibility than other pension structures, giving you access to most of the pensionable investments traded almost anywhere in the world.
Features of a Managed SIPP
Enables us to purchase the widest range of pension assets anywhere in the world and manage them for you.
Consolidating your pension ensures all your existing policies are brought together to be managed optimally, and in line with your overall investment’s objectives.
Useful Information
Commercial property can be held directly as an investment within our partner’s SIPP.
Nearly all UK residents under the age of 75 with Relevant Earnings are eligible for a SIPP.
Before investing in a pension, please remember you cannot normally access the money until at least age 55. This will rise to the age of 57 from 2028.
Risk Warning
Investments held within a SIPP are subject to investment risk and you may lose some or all of your money. Pension benefits and tax treatment depend on individual circumstances and applicable rules, which may change in future.
Our pension transfer advice permission is limited to policies with a Guaranteed Annuity Rate (GAR) only.
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We are an independently owned investment firm our ambition remains the same as it was when we first opened our doors: serve our clients.
Whether you are a seasoned investor or new to the markets, we are committed to delivering a professional service and personal relationship to match your character, experience, and aspirations.
By combining our professional understanding of you and your circumstances with how you want to work together, enables us to build a plan and portfolio that is aligned with your financial goals.
We can identify how best to get you there, by asking the right questions, so that you can benefit from our expertise. Whether it is about you and your family, your work life and financial circumstances, or your attitude to investing, asking questions enables us to better understand your needs and is critical to the level of service we offer.