Our product range for efficient retirement solutions

Our Products

Explore the range of tailored pension and investment products that we offer, designed to meet a wide variety of client needs.

Products Overview Interface

Option SIPP

The Option SIPP offers an efficient, straightforward structure for retirement planning. Ideal for clients looking for flexibility with a focus on mainstream investments.

Key Features:

  • Low-cost setup and ongoing management
  • Access to a wide range of investments
  • Online platform for easy management
Option SIPP Planning

Full SIPP

The Full SIPP provides greater flexibility for more complex pension needs, including commercial property investments and specialist assets.

Key Features:

  • Commercial property & land purchase
  • Advanced tax efficiency structures
  • Dedicated technical property team
Full SIPP Planning

Investment Options

Explore a broad range of investment opportunities for building your retirement portfolio. Our open architecture allows you to shape a strategy that fits your clients' specific goals.

Available Strategies:

  • Low-cost index funds and ETFs
  • Direct stock market investments
  • Discretionary Fund Managers (DFMs)
  • Model Portfolio Services (MPS)

We provide a variety of investment options tailored to your retirement goals, whether you prefer a conservative approach or require complex, diversified commercial real estate management.

Investment Dashboard