Welcome to SIP Wealth Management

SIP Wealth Management is a specialist Practice of Independent Financial Advisers with over 50 years experience and expertise in developing ‘Self Invested’ Pension and Investment Portfolios. Our expertise allows us to educate and inform our clients thereby encouraging them and empowering them to take as much control of their own pension and investment portfolios as they may wish to. We create the structure and provide the financial advice to help individuals create their own portfolio both within a Pension Fund or outside.

Pensions & Investments

The world of pensions and investments is constantly changing. With new legislation continually being introduced individuals and companies need to carefully consider the ‘portfolio structure’ and ‘taxation’ issues affecting their personal and corporate wealth and finances. The importance of developing a spread portfolio across the full range of asset classes has never been more important. All professional advisers would agree that a properly designed and constructed Investment Portfolio should comprise of all the major investment classes; Pension, Property, Stocks and Shares and Cash Based Funds bearing interest.

Wales’ first Chartered Financial Planning Practice

SIP Wealth Management – Chartered Financial Planners

    
 
 
      Trustindex verifies that the original source of the review is Google. Having had the good fortune to have received advice from this Practice for many years, I recommend them, without any reservation, for their professionalism, advice and customer care.
  
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   Allison Mitchell 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. I have been with sip wealth management for 13 years and after indifferent advice from previous other ifa’s, I have found them exemplary. They provide a friendly attentive service and Jon’s patient, clear and accurate advice has exceeded my performance expectations. Providing the whole of my family with greater wealth and prosperity that I could of only dreamed of, and I would recommend them without hesitation. Jon, Alex and Paul along with the rest of the team provide an outstanding comprehensive service and I cannot thank them enough. My family are indebted to you, keep it up👍
  
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   Steven Carpenter 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. We have been clients of Jon for over 25 years and have consistently received professional first class financial service.  Very happy with how our investments have increased.
During our recent process, Jon's and Alex's experienced financial knowledge was evident from the beginning. Their support to ensure we fully understood our options allowed us to make informed decisions with confidence.
Katy ensured the whole process ran smoothly with regular, clear communication; we were kept fully informed at every stage.
I have no hesitation in trusting SIP Wealth Management to look after my financial future.
Thanks to the whole team.
  
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   Sandra Williams 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. Working with Mr Alex Francis has been a game-changer for my financial planning and long term investments. His professionalism and knowledge has helped me plan for the future and allocate my capital effectively. Would highly recommend.
  
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   Luke Dixon 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. I have been a client of SIP for three years and I can’t commend them enough, nothing’s too much for them and always ready to help anytime, any day. Very professional, very friendly and very knowledgable. Over the last three years, my investment has increased greatly and continues to do so. Even through this pandemic, I was shocked how well compared to other people who had invested with other companies my investment had done! I would always recommend SIP Wealth to anyone in confidence, I have had investments with other companies over the last 30+ years, none have come close to SIP! Jon Francis is a remarkable person and through his advice, knowledge and direction, he has improved myself and family’s future outlook! Great guy and a great company!!
  
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   Jeremy Beynon 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. I have been a client of Sip Wealth Management for approximately 3 years now and find their service to be superb. I would highly recommend to anyone.
  
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   Darryl Evans 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. SIP has been incredibly helpful offering advise and taking care of a wide range of investments. Not only are their advisors professional, but once everything is set-up you barely need to think about it. Would highly reccomend
  
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   Andrew Lawrence 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. I have been a client of Jon's for more than 25 years, during some turbulent market changing events. What has remained consistent, is Jon's professionalism, personal attention to detail and knowledge of financial products and markets, delivering performance  well beyond my expectations. It gives myself and my family great peace of mind knowing that Jon, Karen and the team at SIP Wealth Management are looking after our personal finances. We would highly recommend them to others.
  
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   Steve Williams 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. Since I have dealt with Jon Francis, I have found the whole experience to be professional where the focus is on the customer, ensuring I understand all risks and benefits of any decisions I make. I have no regrets and are more than happy with the results.
  
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   Mark Bowen 
 
 
 
 
     Trustindex verifies that the original source of the review is Google. SIP are very professional,accurate with their guidance
prompt on contacting clients, I've been very pleased with my investment and would recommend to anyone
interested in fund management
  
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   Terence carless