By operating the one SIPP, each client receives the same high level of personable service under the one uncomplicated, transparent fee structure with the same level of investment flexibility. At IPM we like to keep things simple.
Our first point of contact will always be, where possible, the financial adviser appointed to the SIPP unless otherwise instructed. By working this way, we can provide all the technical back up and support needed to the client’s financial adviser to provide a truly tailored approach to that individual’s retirement planning.
Like all regulated companies, IPM is working hard to ensure all requirements for introduction of the FCA’s Consumer Duty is in place for later in 2023. We will update our website with relevant information in due course.