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Recommendation

"This is a really good future-proof product and has been supported with the same excellent standards of customer service that Xafinity provide on their full SIPP to new and existing clients."

David McLaughlin – Mount Sterling Wealth Ltd (IFA)

Keep It SimplySIPP

A single investment product, offering a choice of investments, the SimplySIPP is:

 
Low cost:  

  • Set up fee - £250: all inclusive fee with no additional fees for regular or one-off contributions, transfers-in or investment set up.
  • Annual fee – fixed at £250pa: fee includes all main services with no additional fees for investments, bank account or annual statements. For more information, download our Charge Card.

Single-investment:

Although this can be a DFM account or platform that gives access to a vast array of investments.

Whole of market investment choice: 

Choose one investment product* from the following:

  • Any Platform / Fund Supermarket 
  • Any Discretionary Fund Manager
  • Any WRAP 
  • Any Trustee Investment Policy 
  • Any Bank Deposit Account
  • Any Structured Product 

* to protect the investor from possible tax charges we may need to approve certain investments prior to acceptance.

Xafinity also offer The Xafinity SIPP, a fully flexible SIPP with a Defaqto 5 Star rating, which allows multiple investments in all acceptable investments, including commercial property and unlisted shares.  Additionally SSAS is available as a self invested corporate solution (that vitally allows loanbacks to the Employer). Details of both can be found here

Xafinity SIPP Services is authorised and regulated by the Financial Services Authority

Contact

Jeff Steedman. 
(North)       

Call: 01786 434 253.            

Email Jeff

Jamie Taylor. 
(South)

Call: 07792 643 210.

Email Jamie

Matt Storey. 
(Sales Support)

Call: 01786 434 288.

Email Matt 

SIPP Illustrations

Please click here to produce an online illustration