We provide a rounded SIPP pension service in terms of administration and consultancy, building relationships with clients each year. Our SIPP Focus clients know that we believe in personal support; we provide designated account executives who build their knowledge of a client’s circumstances, as well as personal preferences as they work together.
Whilst some find having the advantage of being a Trustee of their own SIPP to be important, others just want to know that they will get a straight answer in a timely fashion when they get in touch.
We aim to understand your objectives and circumstances. This allows us to build a SIPP specifically tailored to your circumstances instead of trying to make your requirements fit within an ‘off the shelf’ contract.
Included in our standard annual services fees are the following:
Administration and Compliance Duties
“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. ”