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Rowanmoor SIPP

Investment Partners

We have partnership links with a number of providers offering investment services, such as stockbrokers, fund supermarkets and other investment platforms. Should you wish to take advantage of the special arrangements we have with our investment partners, we will, upon request, establish accounts for you.

If you have chosen the SIPP’s full investment option an arrangement established with any of the partners listed will benefit from reduced fees. Our investment portfolio set up charge is waived in all cases and the charge for ad-hoc valuations of investments with partners with whom we have automated data links in place will also be waived. Recent ‘headline’ valuations of these portfolios are available through our online SIPPView service. We do not charge an investment portfolio set up fee under the SIPP’s single investment option. For details of our fees and services please visit our literature library.

Please note that the list of investment partners provided is not exhaustive and may change. If you wish to make an investment through a provider, not on our partnership list, we will be happy to make arrangements on your behalf. You can read more information about this on our SIPP Investments page, or please just ask.

Partner Name Investment Type Clients Advisers SIPPView
Brooks Macdonald Asset Management Ltd Wealth Management   Yes Yes
Information sheet download
Application process
Visit site
       
Cofunds Investment Platform   Yes Yes
Information sheet download
Application process
Visit site
       
Investec Specialist Private Bank Cash Deposit Yes Yes Yes
Information sheet download
Application process
Visit site
Interest rate
       
Seven Investment Management LLP (7IM) Investment Platform   Yes Yes
Information sheet download
Application process
Visit site
       
Stocktrade Stockbroker Yes   Yes
Information sheet download
Application process
Visit site
       

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