Please Note:Yorsipp Limited and Yorsipp (Trustees) Limited do not provide financial advice. This website is for information purposes only and should not be construed as advice or as an invitation to buy, sell or enter into any transaction. Please seek the appropriate advice from a regulated financial advisor. Yorsipp uses cookies to help provide you with the best possible online experience. By using this site, you agree that we may store and access cookies on your device. For more information, please Click Here .

At Yorsipp our focus is simple

We wish to deliver a first class service at a competitive price, across a wide variety of investment and retirement income solutions.

What makes us different?

  • 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, such as understanding the interaction between scheme members, sponsoring and participating employers, trustees and scheme administrators, in addition to the ever changing pension legislation landscape. 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. We would highly recommend Yorsipp/Yorssas to any firm of financial planners who want a highly competent, hands on, client and solution focussed pension provider to help them give their clients an excellent pension experience.

    AAB Wealth AAB Wealth
  • 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, personal yet professional service with no call centres which few other SIPP providers replicate.

    European Financial Planning European Financial Planning
  • My client advised me in July last year that in the spring of 2015 he intended to buy a commercial property using his personal pension. However he contacted me towards the end of January 2015 informing me that a suitable property had come on the market and he did not wish to miss out on the opportunity to buy it. The vendor had a relatively tight deadline of the end of March for the sale of the property. 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.

    Angus Mackenzie Acumen Financial Planning Limited
    Read More Testimonials

    Latest Insights

    Browse Articles