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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
 
 
 
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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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