I have spent several years searching for a SIPP provider who truly holds my clients interests at the heart of everything they do, and a few years ago, following detailed research, I came across I.P.M. I was initially impressed that someone was openly happy to talk to me about a couple of cases I was looking to place, and that, within the space of a few days, the same person was sitting in my office talking face to face with me. My scepticism suggested this wouldn’t last pass the initial placing of business, but I’m delighted to say that nothing could be further from the truth. I have found I.P.M. to be so consistent in their high standards of service, to me and ultimately my clients, that I find it difficult to suggest clients go elsewhere. In our highly regulated environment it is a pleasure to deal with a company who holds service, client values, and common sense at the heart of everything they do. In terms of support to me, nothing is too troublesome, a non-standard case, understanding and implementation of new legislation and specific impact upon specific client planning objectives. They are a trustworthy source of knowledge, and one who I value having a very strong working relationship with. I’m so very pleased my research led me to their door, I couldn’t ask for better for my clients or myself.
Carrie Churchouse, Director and Chartered Financial Adviser
Athena Wealth Planning Limited