Reasons to use the Flexible SIPP

1. Panel of discretionary fund managers (DFMs) – for many advisers, financial planning is core, managing investments is not. Flexible SIPP allows you to outsource to a specialist. See who is on our panel.
2. Bespoke SIPP flexibility – a flexible product with a broad choice of features and investments.
3. Commercial property expertise – we are one of the most experienced SIPP operators in direct investment in commercial property.  
4. Single product – move between investment options without moving product.
5. Dedicated individual contact – you have direct access to a named individual. See ‘what our clients say’ about our personal service.
6. Quality service – ‘outstanding’ two (out of three) stars from Investor in Customers.
7. SIPPs Online – the modern way for advisers to illustrate and apply.
8. Adviser charging – no invoice is needed: we pay client agreed initial and annual adviser charging without an invoice.
9. Value for money – just £100 + VAT for advised cases set up online and £250 + VAT annual fee. Full details of all fees in our schedule of fees.
10. Modern administration system – in June 2013 we installed an efficient and robust system to ensure we stay ahead, increase the controls we have in place, and provide added security for your clients.
11. Sole trustee – we don’t need to disturb your client to sign as co-trustee: we take care of the admin, you take care of your client.