Tuesday, 29 January 2013 16:07
IFP sponsor profile: James Hay
James Hay Partnership, the Sipp, Ssas and wrap provider, continues to work alongside the Institute of Financial Planning and its members to help promote deeper understanding of the marketplace, products and technical issues.
Both organisations share the goals of wanting to engage with financial advisers to help them increase their business potential and most importantly, deliver a service that puts the interests of the client first.
James Hay Partnership is one of the largest providers of Sipps in the UK. It has been working with financial advisers and their clients for over 30 years and today looks after the pension and investment savings of over 44,000 clients and £14 billion of assets.
James Hay Partnership recently became the proud winner of the 'Best Sipp Provider' Award at the Investment Life & Pensions Moneyfacts Awards 2012.
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Since IFG Group acquired James Hay Partnership over two years ago we have worked diligently to improve the level of service we deliver to Financial Planners, Paraplanners and advisers as well as the functionality of our products to meet the needs of their clients.
Core to our service is accountability. Any Financial Planner or adviser who has clients with us has their own appointed personal Account Executive who is responsible for the day to day running of all aspects of their clients' Sipps.
As well as providing comprehensive nationwide coverage through our team of Business Development Managers our Technical Support Unit (TSU) is available directly to IFP members to answer questions on any tax, trust or pension queries that they may have.
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Both organisations share the goals of wanting to engage with financial advisers to help them increase their business potential and most importantly, deliver a service that puts the interests of the client first.
James Hay Partnership is one of the largest providers of Sipps in the UK. It has been working with financial advisers and their clients for over 30 years and today looks after the pension and investment savings of over 44,000 clients and £14 billion of assets.
James Hay Partnership recently became the proud winner of the 'Best Sipp Provider' Award at the Investment Life & Pensions Moneyfacts Awards 2012.
{desktop}{/desktop}{mobile}{/mobile}
Since IFG Group acquired James Hay Partnership over two years ago we have worked diligently to improve the level of service we deliver to Financial Planners, Paraplanners and advisers as well as the functionality of our products to meet the needs of their clients.
Core to our service is accountability. Any Financial Planner or adviser who has clients with us has their own appointed personal Account Executive who is responsible for the day to day running of all aspects of their clients' Sipps.
As well as providing comprehensive nationwide coverage through our team of Business Development Managers our Technical Support Unit (TSU) is available directly to IFP members to answer questions on any tax, trust or pension queries that they may have.
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address.
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