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  4. Panel investment partners

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

A blue square partially overlaps the word "AEGON," which is bold and black. The text appears against a plain white background, suggesting a corporate or financial context.

Aegon

Discretionary Fund Managers

A blue eagle emblem is positioned to the left of the word "BARCLAYS," which is written in a bold, modern font. The background is plain, enhancing the logo's prominence.

Barclays

A logo featuring the text "BROOKS MACDONALD" above "Asset Management." The text is in a bold, modern font, with a star symbol integrated into the design, suggesting professionalism and financial services.

Brooks Macdonald

A logo features the text "CANACCORD Genuity" in blue followed by "Wealth Management" in a lighter font. It represents a financial services firm focused on wealth management.

Canaccord

A logo features the text "CHARLES STANLEY" in a bold, modern font, accompanied by a small red triangular graphic. The design conveys a professional and contemporary aesthetic.

Charles Stanley

A logo features a blue circular design with a mountain symbol, accompanied by the text "Close Brothers Asset Management" in a modern font. The context is a professional financial service representation.

Close Brothers

A logo features the word "evelyn" in purple lowercase letters, accompanied by "PARTNERS" in gold uppercase letters below it, set against a plain background.

Evelyn Partners

A logo features the text "Investec Wealth & Investment." The logo includes a blue circular compass-like design alongside the text, set against a white background, conveying a professional financial services theme.

Investec

A blue and white logo features stylized initials "JH" alongside the text "James Hambro & Partners," representing a financial or consulting firm in a professional context.

James Hambro

A blue diamond-shaped logo features the letters "LGT" in white, with a crown above the "L." Below, the words "Wealth Management" are displayed in a clean, blue font.

LGT Wealth Management

A minimalist logo features stylized vertical bars above the word "netwealth". The design is simple, with a modern font and an elegant blue color scheme on a white background.

Netwealth

A circular logo featuring the letters "QC" elegantly intertwined. Below, the text "QUILTER CHEVIOT" is displayed in bold, with "INVESTMENT MANAGEMENT" in smaller font underneath. The design is sleek and professional.

Quilter Cheviot

Rathbones logo features simple, elegant text in dark blue. The company name is prominent, with "Established 1742" beneath it, suggesting a long history in its field.

Rathbones

The logo features the text “RAYMOND JAMES” in bold, navy blue letters. It is a financial services brand, often used in professional and corporate contexts. The background is plain, enhancing visibility.

Raymond James

A blue logo displays a yellow lion and globe symbol alongside the text "RBC" and "Brewin Dolphin" in a clear font, suggesting a financial or investment service context.

RBC Brewin Dolphin

A logo features the text "REDMAYNE BENTLEY" prominently above the words "STOCKBROKERS," all displayed in a bold, purple font against a white background.

Redmayne

A logo displaying the text "Rowan Dartington" with "Rowan" in dark blue and "Dartington" in a lighter blue, separated by a slight visual emphasis, set against a white background.

Rowan Dartington

A geometric diamond shape is positioned above the text "verso" in a modern font, followed by "Investment Management" in smaller text. The overall color scheme is navy blue on a white background.

Verso

A blue logo featuring a castle tower as the main object. Below, the text reads "Whitechurch Securities Limited," indicating a financial services company. The background is plain and white.

Whitchurch

A turquoise logo features a stylized letter "Y" with branching lines above it, accompanied by the text "Y TREE" in a modern font below. The design suggests growth and innovation.

Y TREE

Execution-Only Stockbrokers

A stylized logo displays the word "stocktrade" in purple, accompanied by an abstract symbol to the left, suggesting a focus on trading or financial services within a modern design context.

Stocktrade

Also in this section

A colorful, abstract logo featuring interlocking shapes represents FlexibleSIPP, accompanied by the text "FlexibleSIPP®" in bold font. The design conveys a modern, dynamic financial service brand.
A financial document titled "Allowable Investment Schedule" lists various investment types and includes a column for notes or comments, indicating requirements or considerations for each listed item.

View our allowable investment schedule

Click here

Contact us

If you have a new business enquiry and are a financial adviser, please email our new business enquiries team. For all other matters please email our SIPP enquiries inbox or call us on 0344 443 0100.