PCG 16: >£1m SIPP Boutique

The NSR is a first meeting summary and actions report. So it can be an onboarding meeting with contract sign up + fee agreement, risk tolerance questionnaire or a follow up to an introductory meeting on a new area such IHT for an existing client.

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GENERAL CONTENT

V473 Sim TF 

Date: Aug 2017

Length: 1 hr 15 minutes

Simulated client meeting with Tom Francis on £im SIPP allocation

V1453 £1m SIPP Boutique Sim 1 MF

Date: February 2020

Length: 1 hour 44 minutes

£1m SIPP Boutique Asset Allocation for a client in their 50s with a number of consolidated pensions and a lump sum in excess of £1m. Simulation one with Matt Fagan.

V919 Sim SM

Date: March 2018

Length: 51 mins

PCG16 £1m SIPP allocation simulation number thre for Shingirai

V240 Client Agnew 

Date: March 2017

Length: 1 hour

Client simulation meeting with Mark and Tom Francis and Rob Agnew as the client for a £1m SIPP allocation recommendation meeting

V918 Sim SM 

Date: March 2018

Length: 45 Minutes

First simulation on £1m SIPP allocation with Shingirai Makuwaza in South Africa

SPECIALIST CONTENT