Intelligent Money provides both own brand and ‘white labelled’ SIPP services for Independent Financial Advisers.
SIPPs are one of the most exciting and fastest growing sectors in financial services today. Savers and investors are no longer happy to accept traditional pension plans for their retirement savings and the media focus on the transparency and functionality of SIPPs has fuelled demand to an all time high.
Advisers who embrace their client’s requirements for SIPPs will prosper over those who try to maintain an outdated pension plan legacy.
Intelligent Money can offer a wide range of SIPP options for IFAs, from simple fund or equity based accounts to bespoke SIPP products encompassing all HMRC permitted asset classes. Our partners can also assist with all aspects of commercial property ownership from conveyancing and management through to syndication, leaving you to handle your clients financial planning and fund selection requirement.
Alternatively, we can design and create a white labelled SIPP specifically for your firm, carrying your company brand, with the options and charging structures you require.
Please call us on 0115 94 84 200 for further information.
