I have dealt with IPM for many years and in all my dealings they have been utterly professional. Whether you dealing with your personal consultant, or the property or customer services team, they are always friendly and knowledgeable. They go out of their way to achieve a speedy response too.Before I had heard of IPM, I was suspicious, after all they were not a big company, so how could they deal with all my client needs. From my very first client with them, I was reassured and now have several clients with their pensions in the capable efficient hands of IPM.
Michael Schult, Independent Financial Adviser
Protection & Investments Ltd
I have had the pleasure of dealing IPM now for a number of years. They are a rare company in this day and age in that if they say something will be done within a certain time frame it is always done. The ability to speak directly to the staff dealing with your clients is invaluable and the knowledge and service from the staff is excellent. I have no hesitation in recommending them to our clients as SIPP providers and have 100% confidence that the service will be excellent.
Paul Jameson, Independent Financial Adviser
Throgmorton Capital Management Ltd
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 IPM. I have found IPM. 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 Planner
Athena Wealth Planning Limited
IPM has been my first choice SIPP provider for over 10 years and they provide me with all the technical support and flexibility I need to enhance the service I offer to my clients. Knowing that IPM only offer SIPPs is a great comfort to me as I can rely on the fact they are specialists in their field. Two things differentiate SIPP providers; cost and service. The IPM fee structure is transparent and good value and I have always found the service offered to be friendly, professional and approachable.
Terry Weston, Director
Spectrum Financial Services Limited