Here at Exclusive SIPPS we offer bespoke SIPP advice. We offer a FREE pension consultation and FREE initial report to see if a SIPP would be suitable for you.
SIPPS have recently seen a sharp drop in costs which makes them more accessible than they used to be. This allows investors more access to the investment market.
SIPPS have the potential to be extremely sophisticated and complicated but with the help of bespoke SIPP advice from us you will be able to plan excellent tax solutions and to use SIPPS simply providing you with more control over your pension planning by offering more investment options. With the current situation in the financial markets it is important that investors have as much flexibility as is possible when it comes to planning for their retirement.
With our bespoke SIPP advice we can provide you with details on the considerations when you transfer into a SIPP. You will of course want to know how the charges compare to the existing charges on your current pension plan. Investment objectives, investors need to address whether their current pension planning is still relevant and provides the structure that their portfolio requires. Investment strategy, guarantees and options, profit funds, protected rights changes are further details we will discuss when offering bespoke SIPP advice.


