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Sipps Pensions
 
SIPP Providers and Fees
     
Setting up a SIPP has two aspects to consider at the outset:

Firstly, it involves financial planning advice to understand whether a SIPP is right for you. Once we have established that a SIPP is an appropriate pension wrapper, we recommend the best SIPP Trustees and Administrators to suit your needs and circumstances. We then complete the transfer process as with any pension switch or transfer. These costs are met through an Initial Fee that may be charged at an hourly rate or a fixed percentage and are explained in full detail in our Schedule of Fees and Charges (SOFAC).

 

  Secondly, you need to consider the investment service level that you require. The cost of managing your portfolio will be met through our annual management fees and these are outlined in our Schedule of Fees and Charges (SOFAC).
We are not tied to any SIPP provider and have investment terms with a number of SIPP trustees. Raymond James Investment Services has custody arrangements with over 30 SIPP Trustees and Administrators.
 
 
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Exeter Offices | Tel: 01404 598 373
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Cheltenham Offices | Tel: 01242 807 455
6 Bath Mews, Bath Parade, Cheltenham, GL53 7HL
Colyton Offices | Tel: 01297578460 
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Exmouth Offices | Tel: 01395 542 551 
32 Rolle Street, Exmouth, Devon EX8 2SH
 
 
 

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