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How We Can Help…

Advice on SIPPs

From helping you invest your SIPP properly to getting all of your pensions in one place – we specialise in all areas of pension advice.

Retirement Planning

Giving you a clear picture of what you can afford to take in retirement, ensuring you’re getting the most out of what you have.

Tax Efficiency

From making the most of your tax allowances in the UK (SIPPs, ISAs etc.), to making strategic inheritance tax decisions for your family’s future.

Investment Advice

We are 100% independent, and select our investment manager partners from the whole of the market using a thorough research and due diligence process.

With SIPP Advice, you get a two-way trusting relationship.

This means you tell us everything we need to know about you. In return, we’ll give you honest advice based on what you need, and you can trust we’ll always be there by your side.

– Jamie Flook, Financial Planner

Always Personable

We know it can be intimidating meeting a financial planner, particularly if you never have before.

So, rest assured you’ll be greeted with a friendly and attentive face and non-judgemental listening ears.

Strong Expertise

Our planner Jamie has up-to-date and high-level knowledge, demonstrated by his Certified Financial Planner status and track-record in the industry.

100%

Independent

We do not have any commercial obligations to, or interests in, any investment manager, platform or product.

So, you can be confident that the solution we recommend will be because we believe it to be the best for you, and never for any other reason.

Jamie Flook

Jamie Flook CFP™

 Financial Planner

Our Financial Planner, Jamie Flook, has been a practising Financial Planner for the last 7 years of a 17 year career in Financial Services.

As a Certified Financial Planner (CFP®) through the Chartered Institute for Securities and Investments (CISI), Jamie is one of only 1,000 Financial Planners in the UK to hold this top-tier designation, and is amongst the UK’s top financial professionals.

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Our Services

Advice on Transferring SIPPs

We can advise you on the process of transferring your Self-Invested Personal Pension (SIPP) to ensure a seamless transition, considering your financial goals and maximising benefits.

Advice on Consolidating SIPPs

If you have multiple SIPPs and pensions, we can provide strategic advice on consolidating these into a unified plan, streamlining management, and optimising investment strategies for greater efficiency and clarity.

Advice on Investing Your SIPP

Tailored investment advice to align your SIPP with your risk tolerance, diversification needs, and long-term financial objectives.

Advice on SIPP Contributions (maximising tax relief)

Specialised strategies to optimise tax benefits for your SIPP contributions, ensuring you’re getting the most out of your available tax relief.

Advice on SIPP Drawdown

Expert advice on SIPP drawdown strategies, focusing on tax efficiency and determining sustainable withdrawal rates to align with your lifestyle and financial goals.

Advice on Taking Your SIPP Tax-Free Cash

Guidance on how to utilise the tax-free cash from your SIPP efficiently, ensuring you maximise this benefit while considering your overall retirement strategy.

Advice on Inherited SIPPs

Comprehensive support in navigating the complexities of inherited SIPPs, guiding on managing and optimising inherited pension funds efficiently.

Advice on SIPPs Gained Through Divorce

Expertise in handling SIPPs acquired through divorce settlements, offering strategic advice to secure and manage these assets effectively within your retirement plan.

Broader Retirement and Pension Advice

In-depth consultation and strategic planning beyond SIPPs, encompassing broader retirement and pension advice, ensuring a comprehensive approach to secure your financial future.

Estate Planning and Inheritance Advice

We can help structure your assets to facilitate smoother inheritance and minimise tax liabilities for beneficiaries – ensuring your wealth is distributed in line with your wishes.

Regular Portfolio Reviews and Monitoring

We can provide ongoing monitoring and periodic reviews of investment portfolios within SIPPs, ensuring they remain aligned with your evolving financial objectives and market conditions.

Long-Term Care Planning

Guidance on planning for potential long-term care needs during retirement, including considerations for care costs, insurance, and asset protection strategies.