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Value for money
Based on 4 reviews
As one of the UK’s first SIPP providers, we pride ourselves on our expertise and innovative approach to retirement wealth planning. We have developed a secure platform with a flexible proposition for advisers to manage their clients' investments all in one place throughout the lifetime of their retirement and wealth planning journey - The Modular iPlan. Our platform is simple to use and provides a fairly priced solution which is trusted by over 58,000 investors.
James Hay is a relatively large platform that has been quiet of late. We think that's about to change. They have received an injection of funding from their private equity backers. The platform has a long heritage as a SIPP provider and while service and proposition were somewhat lacking in the past few years, that is all changing. The firm is investing in both the service and proposition and is also more visible in market with financial planners.
£27 billion on platform
Private equity backed, by IFG Group which is being acquired by Epiris GP Group.
No integrations available for Cash Management
No integrations available for Cashflow Modelling
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