A bespoke SIPP should always come with advice and support to ensure your pension is complementing your overall wealth strategy
Each individual has different needs depending on their personal circumstances, existing pension provision and income tax position.
Whilst some may be tempted to manage their SIPP entirely under their own steam, we would usually suggest that the various pitfalls of pension legislation, and vagaries of investment markets, make high quality, bespoke, financial advice indispensable.
Our advice process will ensure that your changing circumstances continue to be borne in mind whilst your SIPP evolves, and as pension legislation is developed.
What we will take into consideration;
- Your age
- Your health
- Your personal tax position
- Your wider finances
- Personal objectives
- Attitude to risk
- Legislation changes
- The performance of your SIPP, year on year
Our experience and long term technical background places us in a fantastic position to provide Chartered, bespoke financial advice. We enjoy working with clients throughout Leicester to steward their SIPP alongside their changing personal circumstances and objectives.
If you feel that you are in need of bespoke SIPP advice, contact us today to discuss your circumstances.
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The Advice Process
Boolers SIPP Focus
“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”
“I have always found the quality of advice, technical knowledge and level of service is second to none. ”
“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”
“Boolers provided excellent advice when we needed it most.”
“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”
“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”
