Pointon York SIPP Solutions can deal with individuals directly if you are a sophisticated investor and do not need advice with regard to setting up of the SIPP or the investments within it, however neither Pointon York SIPP Solutions Limited, Pointon York Limited or Crescent Trustees Limited can provide advice with regards to the establishment of your SIPP and its suitability to your circumstances.

As a general principle Pointon York SIPP Solutions normally operate through an IFA, because complex pension matters will tend to require an individual to seek advice. We do not, however, prohibit customers from approaching us direct, but you should consider that we are able to pass on 'generic' advice i.e. general facts about SIPPs only and are not permitted, by law, to give advice. We can inform you whether an investment would be permitted by the HM Revenue and Customs, but cannot help you decide whether an investment is suitable for you specifically

Enquiries: Click here for an enquiry form.