Private Client Services

SIPP stands for Self-Invested Personal Pension. A SIPP is a type of personal pension and is designed to provide an income in later life.

You make contributions into SIPPs and receive tax relief in the same way as other pensions. The key difference is that you get much greater control over saving for retirement because a SIPP gives you more freedom to choose how to invest your retirement savings and manage them over time.
SIPPs can be the ideal pension choice for those who want to take control of their investments in order to build a future income. You don’t need a huge pension fund to benefit from a SIPP. While SIPPs suit those keen to manage their own money, the First Equity SIPP also gives you full access to your very own dedicated broker, on hand to offer you investment advice on your activity within your SIPP.

SIPPs are not suitable for everyone. If you don’t want to invest across different asset classes or don’t think you will make use of the investment choices that SIPPs give you then a SIPP might not be right for you. If you are unsure whether the First Equity SIPP is the right pension product for you, you should seek advice from an independent financial practitioner.

You will benefit from...

A Wide Choice of Investments

Within the First Equity SIPP you can choose to invest in a full range of more than 2,000 funds as well as exchange-traded funds (ETFs) and individual shares trading on international markets.

Investment Advice

Direct access to your own personal broker by telephone for the latest advice and opportunities. Your broker will advise you on your pension investments ensuring that recommendations meet your objectives and circumstances.

Control over your investments

The opportunity to create your own personal retirement plan, with 24/7 access to the current value of all your pension investments via our online platform, alongside your other non-SIPP First Equity investment accounts.

Great Value

The First Equity SIPP carries a very competitive annual fee of £xxx plus VAT, with a £xx plus VAT charge per transfer but no additional set-up fees.

Products

We offer a range of personalised services to allow you to invest across a range of products including shares, investment trusts, unit trusts, corporate and government bonds.


Registered Office: 

Salisbury House, London Wall, 

London, EC2M 5QQ. 

 

First Equity Limited is a member of the London Stock Exchange. Authorised and regulated by the Financial Conduct Authority
(FCA No. 124394)

 

Registered in England and Wales, No 2019652

Copyright © First Equity Limited 2017. All rights reserved.

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