Intelligent Money has over a decade of in-house SIPP experience and a dedicated team skilled in bespoke SIPP management and the running of commercial property portfolios.
Our IM Bespoke SIPP is designed specifically to meet the requirements of your most important high net worth clients. Each SIPP is assigned an individual Private Client Manager who will liaise with specialists in our New Business, SIPP Management and Transactions teams to ensure the very highest level of service available.
Our Bespoke SIPP has a minimum requirement of £200,000 to be held in our IM Optimum portfolios and there are no SIPP charges whatsoever.
This means that all aspects of each client’s SIPP, including any commercial property and third party investments, are managed free of all SIPP charges and fees, including time charging. Our IM Bespoke SIPP is the only SIPP in the market offering these facilities.
Alternatively, it is available for a £550 initial charge and an all inclusive £750 annual charge with no requirement for IM Optimum investments and no additional fees whatsoever (including time charging).
For further information about the IM Bespoke SIPP please contact us and we will arrange for your regional sales director to get in touch with you.