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I am thinking of transferring my SIPP, please make me an offer.

14 March 2022

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Question by Mick

I have a small SIPP, a very small ISA and my wife’s ISA with a competitor of yours. I will make my SIPP uncrystallised drawdown at some stage in the near future. I am thinking of transferring, please make me an offer.


Answered by Oliver McDonald

Hello Mick,

Thank you for your question.

Boring Money is a site for comparing providers, information and has an

adviser directory
.

They are not a provider - you can use the comparison tool to analyse your options on the market.

if you require specific financial planning advice, check out the '
Find An Advise
r' section of Boring Money.

Hope that helps for now.

Oliver

Answered by

Oliver McDonald

Director & Independent Financial Adviser

I have worked in financial services for 15 years gaining extensive experience in financial planning. I am a people person. You will rarely find me explaining complex spreadsheets or using jargon. I keep my conversations at a high level and realised early on that financial planning is all about helping my clients achieve the lifestyle they want in future. I work with individuals, business owners and entrepreneurs. I specialise in retirement planning, investments and business protection.