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).
An important note.
We are not tied to any SIPP provider and have investment terms with a number of SIPP trustees. My Money People Investment Services has custody arrangements with over 30 SIPP Trustees and Administrators.
To learn more about SIPP investments, contact our Exeter based team.
Speak to our Exeter advisors
Pick up the phone and speak with one of our Exeter based independent financial advisors today who will be happy to answer any questions you have. Alternatively, leave us a message and we will get back to you as soon as possible.
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