Home Self Invested Personal Pension (SIPP) Boolers SIPP Focus

SIPP Focus consistently proves itself to be a more personalised, personal pension. Since our business was formed in the early '80s we have been specialists in the area of Self Invested Pensions, and our SIPP is the flagship to this proposition

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:
Personal Support

  • Financial Planner: Annual Review meetings and ongoing technical advice
  • SIPP Account Executive: Ongoing SIPP maintenance

Administration and Compliance Duties

  • The provision of documentation- fully compliant with the Revenue requirements
  • Initial and ongoing funding calculations
  • Record keeping
  • Tax reclaims on contributions
  • Tax Returns
  • In-house banking facilities
  • Specialist investment advice
  • Retirement planning

With long-term experience in providing Self Invested Personal Pensions (SIPPs) advice, we are confident our approach will continue to appeal to those seeking a more personalised and focused pension arrangement

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“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.”

Jared Mitchell
Managing Director, Morecrofts

“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. ”

David & Heather Purdey