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Investing Funds

A SIPP is a flexible vehicle for members to invest their pension savings.

To help you achieve your goals, Davies & Co has relationships with market leading regulated investment managers who are independent to us.

In conjunction with your financial advisor, you will select from a panel of investment managers and authorise them to manage your fund under the SIPP.

You may change your investment manager at any point without needing to change your SIPP.

It is important that members understand and take advice where necessary on the risk profile and liquidity of different types of investments. It is usually prudent to hold a balanced and diverse portfolio of investments.

At Davies & Co, we do not provide investment advice, but we will guide members through the process and furnish them with all of the options and opportunities that are at their disposal, explaining associated pension investment rules where necessary.

Do you want to take control of your future?
Call us on 01480 220 776, or email: info@dacpensions.co.uk