We’ve put together a great team of hugely experienced SIPP advisers who can provide you with advice and answer all your SIPP related questions. For example:
- Is a SIPP right for me?
- Which SIPP provider should I choose?
- Should I consider changing SIPP provider?
- How should I invest my SIPP assets?
- Which SIPP deposit accounts should I choose?
SIPPs are also useful if you are thinking about using Income Drawdown or Flexible Drawdown to access your pension when the time comes to retire, the team can help here too.
|Bev was one of the first advisers to join Investment Sense, after spending a number if years as an Independent Financial Adviser with Cooper Parry. During her career, Bev has dealt with numerous self invested pension clients and prior to her time at Cooper Parry, she worked for a Pensioner Trustee firm in Leicester.Read more about Bev by clicking here.
Bev can be contacted on 0115 933 8433 or by emailing email@example.com
|Sarah has worked in financial services for over 15 years, rising to national accounts level with Clerical Medical before crossing into the advice arena where she has specialised in self invested pensions as well as occupational pension transfers.Read more about Sarah by clicking here.
Sarah can be contacted on 0115 933 8433 or by emailing firstname.lastname@example.org
What do our clients say about us?
“Finally let me take this opportunity to say I very much enjoyed working with you and was impressed with the quality of the advice and responsiveness to my queries. I would have no hesitation recommending you to friends and colleagues. A big thanks for all your helpful advice and running this all through so smoothly.”
“Of all the financial groups I contacted you were far and away the most sensible & proactive, and able to communicate in non-geek-pension-speak.”
“I found Bev’s advice invaluable. I really appreciated her knowledge and competence which inspired confidence. I would recommend her anytime”
“If you are seeking a keen, enthusiastic, independent, well-qualified and friendly IFA with great communication and customer skills, then you should definitely engage Sarah McCarthy as your adviser. She will provide you with honest advice and relish the opportunity of being ‘on your side’ whilst managing your requirements to your total satisfaction. Look no further – she’s a star and she can certainly do the biz – a shining light in a comparative world of financial darkness.”