With so many different options available to you, it can be difficult to know where to start. In just 3 steps you will be contacted by a regulated advisor.

    1. 1. Simply complete this simple form and click the “Proceed” button.
    1. 2. We will send you a text and an email with the details of the regulated advisor who will contact you.
  1. 3. We will then send your details to a regulated advisor who will be in touch with you directly to discuss your needs further.

We will only provide your details to one regulated advisor.

Please be aware that the advisor who contacts you will be a third party advisor who has no connection with us. There is no charge to you for using this service. We are paid by charging your assigned advisor a fee for this service. Any advice or assistance given to you by a third party advisor does not represent our advice or assistance and is not checked or endorsed by us. It is your decision whether or not you act on any advice or assistance you are given.

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What is a SIPP?

A self invested pension plan (SIPP) is a pension plan that you have control over and therefore offers a great amount of flexibility. A SIPP allows you to choose from a number of different investments unlike other personal pension schemes. You may also hear a SIPP called a wrapper and this is because any investments that you have within this wrapper are treated a certain way.

One of the main benefits of a SIPP is that they have the same tax advantages as other personal pension plans.

Help & Advice

You can get in touch with our trained advisors through the following methods:

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Is a SIPP suitable for me?

The major advantage of a sipp is that they offer greater flexibility and control as well as increased tax benefits and possible lower costs than most traditional pension plans. Recent changes in legislation mean that sipps are no longer solely directed at those on a higher income and can additionally be managed alongside a traditional pension scheme.

When originally introduced sipps were aimed at those with pension funds over £200,000, however in recent years even those who have no source of income can still contribute up to £3,600 a year into a sipp. Sipps are most beneficial to those who have a number of pension schemes and want to bring these retirement plans, plus any investments together in one easily manageable pension wrapper. A sipp may also be appropriate if you are self-employed or if you’re current employer does not have a pension scheme.