Online access

 

The IPM online access facility is made up of two parts.

The first allows for financial advisers to have an overview of their clients’ IPM SIPPs. The second allows clients to access the information IPM holds on their behalf in regards to their SIPP, including trustee bank account transactions.

 

Please click the button below to be re-directed to the IPM online access facility.

Click here if you are a client
Click here if you are an adviser

 

What do advisers say about IPM?

I have spent several years searching for a SIPP provider who truly holds my clients interests at the heart of everything they do, and a few years ago, following detailed research, I came across IPM. I have found IPM. to be so consistent in their high standards of service, to me and ultimately my clients, that I find it difficult to suggest clients go elsewhere. In our highly regulated environment it is a pleasure to deal with a company who holds service, client values, and common sense at the heart of everything they do. In terms of support to me, nothing is too troublesome, a non-standard case, understanding and implementation of new legislation and specific impact upon specific client planning objectives. They are a trustworthy source of knowledge, and one who I value having a very strong working relationship with. I’m so very pleased my research led me to their door, I couldn’t ask for better for my clients or myself.

Carrie Churchouse, Director and Chartered Financial Planner
Athena Wealth Planning Limited

I have had the pleasure of dealing IPM now for a number of years. They are a rare company in this day and age in that if they say something will be done within a certain time frame it is always done. The ability to speak directly to the staff dealing with your clients is invaluable and the knowledge and service from the staff is excellent. I have no hesitation in recommending them to our clients as SIPP providers and have 100% confidence that the service will be excellent.

Paul Jameson, Independent Financial Adviser
Throgmorton Capital Management Ltd

IPM has been my first choice SIPP provider for over 10 years and they provide me with all the technical support and flexibility I need to enhance the service I offer to my clients. Knowing that IPM only offer SIPPs is a great comfort to me as I can rely on the fact they are specialists in their field. Two things differentiate SIPP providers; cost and service. The IPM fee structure is transparent and good value and I have always found the service offered to be friendly, professional and approachable.

Terry Weston, Director
Spectrum Financial Services Limited

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Get in touch

Whether it’s a question about a specific client or SIPPs in general, we are here to help. Call us on 01438 747 151, email info@ipm-pensions.co.uk or complete the form below: