Leeds based discretionary portfolio manager Myddleton Croft Investments, who is an investment partner with Liberty SIPP, is adding value to their client offering for IFAs.
The firm has announced that for those SIPP (Self-Invested Personal Pension) clients who are looking to change investment strategy and take advantage of the bespoke management services from Myddleton Croft, they will absorb the first year’s annual fee when they use SIPP provider Liberty SIPP.
The offer, which equates to a £150 saving for SIPP clients, is available from April 6 2015 until October 5 2015 inclusive, for a minimum investment of £60,000.
Julie Jones, director at Myddleton Croft Investment Managers, said: “We are delighted to be able to offer this incentive to clients which we feel will benefit all parties and help develop our growing relationship with Liberty.
“This is another example of how we aim to provide advisers and their clients with the best possible service”.
Set up in 2007, Liberty’s approach to the SIPPs is to provide an accessible, easy to understand and cost effective product giving customers the greatest possible flexibility to manage their retirement funds. Liberty SIPP provides one of the highest quality offerings in the market.
Myddleton Croft is a discretionary investment managers based in Leeds, serving individuals, trusts, pension funds, charities and their advisers across the country. The firm do nothing else but investment management and as such are completely focused on providing Independent Financial Advisor’s with a service that is fully complementary.
Myddleton Croft work on the premise that everyone should be able to access the investment expertise and cost-effective services of professionals who are committed to preserving and growing your investments, no matter the size of your portfolio.