Just received my SIPP Annual Review. Just wanted to say how impressed I am with the layout of, and the information contained within, the report. This really helps me track my pension fund. Many thanks!
DR (SIPP customer)
Thanks for your quick and efficient reply, much appreciated (and very refreshing!)
CG (Financial Planner)
I just thought I would send you a quick e mail to say how impressed I was with two of your colleagues today. If like me in your experience clients only make contact when things go bad, and never make contact when the reverse happens. They have both been extremely helpful and professional dealing with the questions I had today regarding the above SIPPS. I would have no hesitation in recommending Minerva/InvestAcc to my clients based on this experience, they were a credit to your company and also themselves.
I just felt I had to put pen to paper (as it were!) to say how impressed Steve and I are with the service we receive from InvestAcc. Whenever I call for an update, ALL members of staff come across as being friendly, helpful and keen to help and chase, if necessary. Sometimes, providers say they are going to chase and don’t, but you do and I have always had follow up communication. A very big THANK YOU to all!!
Whilst the purchase of land was protracted I have to say I am hugely impressed with everyone I have dealt with at Investacc and appreciate all delays were with legal system etc. Please thank everyone on my behalf and I look forward to working with you all going forwards
Only one of the many SIPP providers I spoke to when researching a new home for my transferred pension policy offered everything I was looking for. And it was an unexpected bonus to find your staff accessible, knowledgeable, transparent, responsive, efficient, friendly and genuinely helpful. My financial adviser is forwarding my papers to you today and I don’t doubt that you will process them with all possible speed, as is your claim.
I look forward to shortly becoming a member of your excellent club!
A New SIPP member
Thank you for this; honestly the service and feedback from Investacc is superb.
A note to both to say thank you for your prompt attention and to Jo thank you for your kind assistance with this case
We first started using InvestAcc for our SIPP clients in 2004 and have always found them a great company to deal with. Their products are very competitive, they have a flexible approach and above all their service is second to none. We also now have experience of their SSAS service, and again it’s top notch.
I’m grateful to you and your colleagues also more generally for your assistance in administering the SIPP over the past few years.
Really appreciate the customer service – most unusual in your industry!
I have found all members of the SIPP and SSAS team very helpful and eager to assist with all and any queries put to them. The service is second to none, and being local geographically to us and our clients is a major advantage. A very transparent, flexible and keenly costed approach to self-investment administration
Service and support are both great. I’d be happy to recommend you to any other adviser.
I have been very impressed with the service received from InvestAcc in managing SSAS pensions. On one occasion I had a client that needed to refinance a particular SSAS loan and InvestAcc were able to consider the request and respond promptly, enabling the client to reorganise the loan repayments and move on without disruption. It is a real benefit to have a dedicated team of technicians that can relate to the needs of our clients and deliver an efficient, reliable and professional service.
I have a good deal of experience within the SIPP marketplace, dealing with many providers of all shapes and sizes and having started working with InvestAcc, I am very impressed with the level of service I and my clients receive. Every aspect from the initial enquiry to the placing of investments and payment of benefits within a new SIPP has been dealt with very efficiently. I have no hesitation in recommending InvestAcc to clients and other advisers alike for a 1st class service, with an extremely competitive and transparent fee structure.
You are fantastic! Many thanks. You are all very efficient at Investacc and a pleasure to deal with.
“I’ve just spoken to (client name) and he says… the solicitor was most impressed by the efficiency and professionalism of the InvestAcc Team in dealing with matters (relating to a SIPP property purchase). Apparently, with no names mentioned, he had a nightmare experience with (name of SIPP company not disclosed)”
“InvestAcc have given excellent service to all of us both individually and jointly and I thank you for your work as a trustee of the scheme.”
I have seldom come across a company with such great staff, showing superb customer service from my initial enquiry right through to completion of the SIPP. As I moved through the various steps I encountered top class service, super efficiency and almost instant communication. I dealt with around 8 different members of staff and every single one was polite, efficient and knowledgeable. Thank you very much indeed!