A team approach
We have an experienced, long serving and dedicated team. Their knowledge, coupled with our bespoke administration system enables us to deliver a high-quality service, which sees correspondence dealt with efficiently and SIPPs set up quickly.
Transparency and simplicity
We like to keep things as simple as possible; providing the information required but without bombarding members with unnecessary paperwork.
This ethos flows through to our charging structure where we operate on a simple and transparent flat fee basis.
Experience tells us that this approach is welcomed by both financial advisers and their clients. It’s easy to understand, fair and transparent; clients know their annual fee and aren’t surprised by unexpected costs for services they thought were covered by the annual charge.
A stable home
We are a privately-owned and profitable business.
A proportion of those profits have always been retained within the business. Not only as part of a reinvestment programme but to ensure our balance sheet remains strong and we never experience cash flow issues.
Furthermore, the Financial Conduct Authority (FCA) requires all SIPP providers to maintain sufficient resources to ensure that in the worst-case scenario there would be an orderly wind up of the business. We have always held sufficient capital resources to cover the FCA’s requirement.
Our approach brings stability for both SIPP members and is one of the main reasons why financial advisers recommend us to their clients.