When you use our service to connect to an FCA-regulated investment expert, we will provide:
The SIPP expert you’re matched with will respond to your enquiry within one business day.
Free, no-obligation consultation
Your matched expert will call to discuss your requirements and see how they can help you.
Get a full understanding of SIPPS and other investment options to see what’s right for you.
Transparent pricing with no hidden fees
Know exactly what you’ll be paying before you make any decisions or invest any money.
Do I need investment advice?
Investment experts can offer invaluable guidance about SIPPs and other investment options:
Choose from thousands of investments for your pension savings. A wider range than traditional pensions.
Take full control and manage your investments yourself. Or get expert advice from an investment advisor.
Easily buy, sell and switch your investments. Check your pension value and review its performance.
Set-up your SIPP free of charge. Tiered pricing as a percentage of total funds means you could pay less over the years.
How do financial advisors charge?
Our service is free. We connect you with an investment expert who will call to discuss their service:
A small percentage
Ongoing investment management usually means an annual charge as a small percentage of your investments.
For a one-off service or transaction such as transferring a pension or buying an annuity.
An hourly rate
This will vary based on the advice provided and will be agreed up-front.
This usually only applies to products such as insurance or mortgages.