SIPP - Case Studies
An Independent Financial Adviser approached Montague Capital with a potential client who had an existing SIPP but was unhappy with the way the underlying investments were being managed.
The initial steps taken were to find out from the adviser exactly what their client's expectations were, discuss the overall objectives and with this in mind we were able to provide a portfolio proposal.
After viewing several investment providers proposals it became clear that our professional, transparent and client focussed approach helped win the mandate to manage the SIPP.
The paperwork was completed and we are successfully managing the portfolio to date.
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