A first-class service

I have been using Yorsipp for almost 10 years now and have always found them to be knowledgeable, accommodating and proactive when it comes to administering commercial property pensions on our behalf. They are now my preferred provider for Self Invested Personal Pensions and Small Self-Administered Schemes. It is hugely important to work with a trustee and administrator who understands the complexity of this market and although they are extremely competitive on cost, more importantly they have a wealth of experience in what is still quite a niche market.

We have found the personal service offered by Yorsipp to be invaluable for our clients. They have a very bespoke service supported by a very helpful and knowledgeable team. Campbell Thomson have been utilising the service for a number of years and in particular for Property investments. They are always on hand to go that extra mile.

We have been working closely with Yorsipp for a number of years on both SIPP and SSAS schemes for our clients. These are complex schemes and we are dealing with High Net Worth clients therefore it is extremely important knowing that Yorsipp have technical experts on hand and we can be confident we can get the answers for our clients when we need them. Yorsipp have the technical acumen and are always thinking one step ahead. They do what they say they will do, in a timely fashion, and a little bit more.

We have dealt with Yorsipp for many years and we are very lucky to have a firm who provide professionalism, service, advice and Integrity on our doorstep. In our many dealings with Yorsipp we have always found the staff efficient, knowledgeable and client focused. We look forward to many more years of working together.

As a firm of financial planners working alongside an established Chartered Accountancy practice we are often asked to provide pension advice to existing practice clients. Many of these have existing SIPP and SSAS arrangements with Commercial Property investments. The kinds of questions we get asked are typically of a technical and complex nature. When our knowledge runs out, it is to Yorsipp / Yorssas that we have learned to turn. Though a number of pension scheme transfers, and many more technical enquiries, Yorsipp/Yorssas have proven their worth time and time again. We can trust the advice they give, and they are also excellent at suggesting potential solutions to wider taxation and financial planning solutions, for both personal and corporate clients, using the functionality of SIPPs and SSASs to do so.

Yorsipp are one of those companies who I can turn to at a local level for expert advice and for administration. The Glasgow staff are always very pleasant and knowledgeable, even with the most difficult problem.

I have used Yorsipp for a number of years. They are a specialist SIPP provider who aim to work with advisers. They can offer local support and are able to discuss specialist aspects especially in regard to property purchase. We have a very good working relationship with Yorsipp and know that any issues can be worked on together.

We have been very impressed with the service received from Yorsipp over the years. They have a competitive charging structure and are transparent, flexible and always on hand when needed. They deliver a reliable, efficient, and personal yet professional service with no call centres, which few other SIPP providers replicate.

My client advised me he intended to buy a commercial property using his personal pension. Timescales were tight and he did not wish to miss out on the opportunity to buy it. Yorsipp were enormously helpful from outset in providing me with all the necessary documentation and throughout the whole process there seemed to be no delay on Yorsipp’s account. One of the delays was the registration of the SIPP for VAT purposes but of course this was out of their hands and in those of the HMRC. Different people at Yorsipp handled different parts of the process, for instance property approval, and the legal aspect of the transaction, and it was clear that the left hand definitely knew what the right hand was doing. The deadline was met. Last week I met up again with my client who had now acquired the property and referring to Yorsipp his own words were, and I quote “the people have been fantastic”. In summary would I use them again - definitely yes.