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'Disenchanted' advice firm launches white labelled full Sipp
Mount Sterling Wealth, a Yorkshire-based wealth management and financial planning firm, has teamed up with the Sipp and SSAS provider.
The MSW Sipp will offer the full range of retirement options including flexi-access drawdown and un-crystallised funds pension lump sum. Clients will be able to access commercial property via Talbot and Muir’s Elite Retirement Account.
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Scott Robinson, managing director at MSW said: “We have been looking to launch a white labelled full Sipp for some time. Having become increasingly disenchanted with the level of service provided by the mainstream Sipp operators, we undertook stringent due diligence to ensure we are working with a firm that provides high quality administration, strong technical support and are committed to the market.
“We found all of this with Talbot and Muir and we are all looking forward to a long and successful relationship.”
Talbot and Muir will provide full technical support and all administrative and trustee functions, which will be marketed to both existing and prospective new clients of MSW as a wrapper for their pension fund investments. It said the new Sipp would “allow a wide range of investments including traded equities, investment funds and DFMs”.
Mr Robinson said: “Our clients are the most important asset we have, we don’t believe in jargon or making the process more complicated than it has to be.”
Graham Muir, principal at Talbot and Muir, said: “MSW is a high quality adviser firm, providing tailored solutions to their high net worth clients.
"They are constantly looking at how they can develop their business and what they provide to clients. We are delighted to have been selected as their chosen Sipp provider.”