What we offer

WDJ Financial Planning is pleased to offer two forms of SIPP.

A simplified SIPP is provided for clients who want to be able to choose investments from the full market place rather than from a list of funds offered by a specific provider. We run our SIPP in conjunction with Brewin Dolphin stockbrokers who offer full discretionary management of funds. Come and talk to us for full information.

More complicated SIPPs for clients who wish to hold assets other than normal investments such as stocks and shares, for example commercial property. We can help you to set up a SIPP to buy commercial property or transfer some of your existing commercial property into a SIPP. Come and talk to us for full information.

Why a Self Invested Personal Pension (SIPP)?

• Available to any UK resident under 75, a SIPP is potentially one of the most profitable ways to save for your retirement.

• A Self Invested Personal Pension (SIPP) puts you in control of your pension and enables you to make the investment decisions yourself.

• Choose from a wide range of funds, shares and other investments.

• Significant tax advantages boost your contributions.

What is a SIPP?

A SIPP (Self Invested Personal Pension) is a type of pension that gives you greater choice and control over where you can invest your money.

Most other pensions only allow you to select from a limited list of funds, normally run by the pension company's own fund managers.

A SIPP is different. It allows you to choose from a wide range of funds and other investments - even individual stocks and shares. You can also hold cash within your SIPP.

In essence, the SIPP enables you to decide which investments offer the greatest potential and therefore maximise your returns – giving you a pension that's really working for your retirement.

A pension that puts you in control:

• Unrivalled level of choice over where your money can be invested.

• No complicated eligibility criteria - almost every UK resident under 75 can invest.

• One of the most tax efficient ways to save for your retirement.

• You're in the driving seat - monitor and change your investments when you want.

• Retirement flexibility – more choice over how you benefit from your pension.

Use the Enquiry link above to contact us for more information or to arrange a free call back.