SIP Wealth Management

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.

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👍

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.

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.

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!!

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

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.