SIPPS – Giving your more investment control, more choice and more flexibility

Self Invested Personal Pensions (SIPP) are great for anyone who likes managing their own investments. We provide a range of market leading investment options through a range of over 4000 investment funds

pension transfer

We Make SIPPs Incredibly Easy to Manage?

SIPP is short for Self Invested Personal Pensions. As the name signifies, this is a pension plan where you are the contributor and the investor.

They differ from standard pension plans in a number of core areas:

  • Investment choice: You can choose to invest in over 4000 funds and a wide range of other investments such as stocks and shares and commercial property.
  • Choices in retirement: More ways to take money from your pension.
  • How you pay: Decide to make regular or single payments – which you can stop and start when you want.

Having access to an enhanced number of investment choices can be the right choice for the plan holder, however they are not for everyone as they do carry some additional risk, especially if you don’t consider yourself a skilled investor.

We help simplify and streamline your investments and help you to choose, buy, sell, hold and manage your holding. As a one-stop shop, we remove unnecessary duplication and give you the benefit of low, transparent charges and market-leading initial and annual savings on funds.

Call us FREE on or click the link to the right to discuss your SIPP options

Here’s how we will help you make the right SIPP choices

  • Jargon free independent advice, we have no affiliation with any business that could influence our assessment of your savings advice.
  • Next generation SIPP comparison software and experience to find you the best deals in the market.
  • No upfront advice charging or any hidden fees and costs.
  • Bespoke portfolio – matched to your investment requirements and individual needs.
  • Annual reviews – to keep your investment on track, grow and meet your savings goals.
  • We don’t rush – You’ll feel safe in the knowledge that your savings needs are all being expertly handled by real people who care

2o Years Established – That Counts
This year, 2017, sees us reach our 20 year anniversary. In all that time we’ve seen real changes in the financial market, but our core values have forever remained the same. Put simply, we’ve always striven to offer unbiased and objective financial advice, with a view to protecting and enhancing our client’s wealth and sense of well-being. Welcome to our conversation.
Our Promise
We stand for honesty – advice – trust and value. Our culture and people matter and promise you this, the team that makes Equity SMART work will be centred on you. Our team believe in treating clients like family, so you can be confident that we’ll give you the same advice we would give to our own relatives.
Our Investment Philosophy -Get Rich Slowly
We believe in a “Get Rich Slowly” philosophy through a “passive investment” approach to purchasing investments. This we believe is the right choice for the majority of investors who are seeking more peace of mind, when looking to achieve sustained performance over the longer term.

  • Passive investment is the rational, mathematically proven route to investing success.
  • Our investment strategies are focused on your risk profile, well researched, efficient and low maintenance.
  • We look to keep your costs low through longer term appreciation, reduced maintenance and look to avoid unnecessary trading.
  • Ensure you are not over exposed at any time through wide diversification of your asset classes.
  • We provide regular reviews and rebalancing when required or on a 6 monthly or yearly basis.

Get Your SIPP Review in 4 Easy Steps

Contact us today

Get in touch to find out how we can be of service. It’s confidential and we provide you with the highest level of consumer protection when it comes to SIPP advice.

Prepare A Review

We’ll get to know you, your specific needs and your financial circumstances to allow us to analyse and report back, allowing you to make better and more informed decisions.

Explain Options

We’ll explain all the SIPP options available to you, discuss both the pros & the cons and then make a written recommendation on your best options.

If You Proceed

All the paperwork is arranged for you and processed quickly & efficiently. Throughout this process we’ll always be in touch, keeping you in the loop and up to date.
Start Your SIPP Review

Start Your SIPP Review Today

Click the button and fill out our short form and one of our advisers will contact you.

Start Your SIPP Review




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