SIPP Client Case Study - Financial Planner Magazine, October 2009

In October 2009 Andy Jervis was asked to contribute to a case study feature in the IFP's Financial Planner magazine. Based on a fictitious client interested in investing into a Self-Invested Personal Pension, Andy was asked to comment on the suitability of such an investment, the advantages and disadvantages, and comment on the client's general financial situation. His response provides some clues as to how Chesterton House follow a holistic approach to advice as well as being a useful primer on SIPPs. A copy of the article can be downloaded here.