Pointon York SIPP Solutions

 

At Pointon York you can be assured of high quality service that delivers the right solutions for your clients. Below are some of the reasons why you and your clients are in good hands.

Our Heritage

  • Founded in 1971 by Geoffrey Pointon

  • Over twenty years’ SIPP experience


Our Product Solutions

  • Pointon York offers a full range of products to suit all of your clients’ needs
  • e-SIPP - low-cost, online and delivered with industry leading partners, OBSR and Praemium
  • Single Investment SIPP - one asset and no panel restrictions
  • Full SIPP - access to a full range of HMRC allowable investments
  • Family Trust - sophisticated financial planning with great flexibility
  • Corporate SIPP - flexible, online, tiered approach to suit employees at all levels


Our Expertise

  • Commercial property; partnerships, joint ownership and syndicates
  • Alternative investments; overseas property, bonds, gold, loan notes, unquoted shares and many more


Our Dedicated Relationship Managers

  • Our relationship managers provide you with 15 years’ industry experience
  • One dedicated point of contact


Our Technical Specialists

  • Our specialists have an average of 25 years’ industry experience
  • Our highly-skilled processing teams are run by experienced section heads and provide expert knowledge in their specialised areas


Our Technology

  • Bespoke in house administration system, designed to provide optimum efficiencies
  • 24/7 online access to client and fund information
  • Online application forms


Our Transparency and Flexibility

  • Clear and detailed charging structure
  • Transparent service levels
  • Flexible, bespoke service approach


Our Risk Management Approach

  • Thorough due diligence process
  • Robust systems, procedures and controls
  • Dedicated compliance team

Hot Links

  • Homepage Download
  • Pointon York e-SIPP Download
  • Pointon York e-SIPP Fee Schedule Download
  • Pointon York Single Investment SIPP Download
  • Pointon York Single Investment SIPP Fee Schedule Download
  • Pointon York Individual SIPP Key Features Download

 

To apply or make an enquiry, please contact:

Ellen Curragh 01858 419 321
Natalie Oliver - Head of Marketing 01858 419300
Jo French - Managing Director jfrench@pointonyork.co.uk
Melanie Beaver - Director of Customer Relations mbeaver@pointonyork.co.uk
Stephen McPhillips - Business Development Manager smcphillips@pointonyork.co.uk
Paul Herbert - Business Development Manager pherbert@pointonyork.co.uk
Dale Wadsworth - Customer Relations Manager dwadsworth@pointonyork.co.uk
Mike Wilson - Associate Director (Technical) mwilson@pointonyork.co.uk

 

 

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