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We pride ourselves on the level of service we provide and are one of a very small number of providers to publish our service performance. But don't take our word for it....please see a sample of the feedback we have received below from across the UK.

  • 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
  • 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
  • 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
  • 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.

    Bill Smith Scotia Wealth Management Ltd
  • 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.

    Brian Vallely Brian Vallely & Co

We love receiving your feedback - if you would like to comment on any aspect of our service, please email info@yorsipp.com

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