The Flexible SIPP is designed to provide low cost access to a discretionary fund manager, execution-only stockbroker or platform from our panel. We work very closely with these companies and have put in place streamlined account opening and management processes. Each partner provides us with electronic valuation data, ensuring we always have an up to date picture of the portfolios they manage.

The panel provides a diverse range of investment partners in terms of their size, investment styles and geographic locations. The panel is reviewed regularly and new partners may be added in future.

There are many other discretionary fund managers, execution-only stockbrokers and platforms also accessible (additional charges will apply - see our latest fee schedule available in our Flexible SIPP literature library).


Platforms


Discretionary Fund Managers

Barclays

Brooks Macdonald

Canaccord

Charles Stanley

Close Brothers

Evelyn Partners

Investec

James Hambro

LGT Wealth Management

Netwealth

Quilter Cheviot

Rathbones

Raymond James

RBC Brewin Dolphin

Redmayne

Rowan Dartington

Whitchurch


Execution-Only Stockbrokers

Stocktrade