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IFA Exeter
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"Working together to deliver an exceptional service"
Exeter | 01404 598168 Colyton | 01297 553286 Exmouth | 01395 207350
 
Sipps Pensions Exeter
 
 
 
Changing SIPP Investment Manager

Unlike an established annuity, you can make changes to your SIPP, even once in drawdown. If your current investment strategy is not working, we are able to make recommended changes to your asset allocation, your risk profile and meet your changing personal circumstances. You can even sell up and buy an Annuity, if that is seen as a more suitable way forward.

What many people are not aware of is that you are able to switch investment managers without going through the whole pension transfer process. Moving your pension capital from one investment manager to Raymond James can be achieved by simply opening up a Raymond James Pension Trustee Investment Account and completing a transfer authorisation letter. Our dedicated Transfer department will to the rest.

 

Once the funds have arrived in your new account, we meet with you to review your strategy and create a portfolio of investments that meet your objectives.

Raymond James has relationship with most of the leading SIPP providers and we perform due diligence to make sure they meet our criteria as providers.

 
 
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Contact our offices for investment advice and planning
 
Colyton Offices
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Tel: 01297 578 460 
Exmouth Offices
32 Rolle Street, Exmouth,
Devon EX8 2SH
Tel: 01395 542 551
Exeter Offices
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Tel: 01404 598 373
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Raymond James Investment Services Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657. Registered office: Broadwalk House 5 Appold Street London EC2A2AG. | RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc. | Legal Disclosures