a step-by-step guide to
identifying your SIPP suitability
it all starts with a free
independent financial assessment…
supporting you from day one
Your journey to hassle free investing starts from the moment you contact our team of experts at the circle. We will provide you with a brief overview of our products and services we offer and if you’re interested we’ll find out if you’re suitable.
understanding you and your financial goals
We’ll introduce you to someone on our panel of Independent Financial Advisers (IFA), who will start the process of carrying out an independent financial review. The aim of the review is to understand your current financial position and your vision for the future. This will help inform Mercantile Circle of your suitability, and how we can work with you to achieve your goals. We’ll also gather details of all of your current investments.
creating your assessment
As part of the independent financial review, you will be asked to complete a financial planning questionnaire and a risk assessment. This involves asking you a series of questions based on your current investments, the amount you wish to invest, how long you want to invest for and the level of risk you’d like to take.
presenting your assessment
You will be presented with a comprehensive report detailing the outcome of your review. The answers you provide as part of the assessment process will determine your individual risk profile and your suitability for a Mercantile Circle SIPP. It will enable us to recommend a portfolio option tailored to your individual needs. We always recommend that our clients conduct their own due diligence to ensure that their investment needs are met.
making your decision
At the decision making stage the team at Mercantile Circle will make sure you fully understand your portfolio outcome and the investment options available to you. We want you to walk away knowing you’ve made the right choice and will assist with any queries you may have. We can only recommend you on your suitability, it is then your final decision as to whether you choose to invest in a Mercantile Circle SIPP.*
We’ve made it our mission to build long-lasting relationships with our clients. That’s why our dedicated team of consultants are always on-hand to provide help and support throughout your financial future.
*A Mercantile Circle SIPP may not be right for everyone and tax rules may change in the future, If you are unsure if a SIPP is the right choice for you, please seek independent financial advice.
discover your SIPP suitability today by signing up for our FREE independent financial assessment!
Simply fill out our online form below for your free online financial assessment from our panel of IFA’s. See full details and T&Cs below.
Disclaimer: The investment projections we show are never a guaranteed predictor of future performance – they are there to give you context and help you make decisions about the kind of portfolio which may best suit your individual investment goals. You should not base your investment decision on past performance. With investment, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. If you are unsure if any of our products are the right choice for you, please seek independent financial advice.
Mercantile International Limited is an Appointed Representative of Agincourt Financial Limited who is Regulated in the United Kingdom by the Financial Conduct Authority with Firm Reference No.:197236. Company Registration No.: 09929738 in England & Wales | Mercantile Circle is a trading style of Mercantile International Limited.