Dale serves the technical and administrative demands of advisers and clients looked after by our Cheltenham office. Dale is also heavily involved in our Investment Committee which reviews the suitability of SIPP and SSAS investments.
Dale is aware of the importance of efficient administration and maintaining a supportive relationship with financial advisers, clients and other professionals, in connection with all SIPP matters. On a daily basis, Dale deals with tasks such as transfers, contributions, investments, property and drawdown.
Dale’s clients are principally financial planners and advisers. Many are within reasonably close proximity of our Cheltenham office, making face-to-face support possible as well as online, email and telephone. These advisers are from every segment of the industry: networks, large national firms, small local firms and the advisory arms of firms offering other professional services.
He also deals with other professionals such as property solicitors for SIPP property purchase and investment managers where a DFM from our panel is selected. When appropriate Dale liaises directly with SIPP members, always respecting the relationship they have with their professional advisers and their wishes.
- customer service and responding to enquiries within reasonable timescales
- new business meetings with financial advisers
- set up of SIPPs, DFM accounts and deposit accounts
- drawdown including capped, flexible, partial and phased
- direct investment in commercial property including cases with split ownership and mortgages
Dale has an in-depth knowledge of investments and holds a position on our internal investment committee which review the suitability of investments and whether they are prepared to hold the investments within the SIPP.