Our List of Investment Providers

Alltrust works with a wide range of:

• Investment platforms
• Discretionary Fund Managers (DFMs)
• Stockbrokers
• Property providers (UK commercial property only)

We have a preferred list of DFMs as follows:

• Platform One (Alltrust Platform);
• 7IM;
• A J Bell Investcentre;
• Brooks Macdonald;
• Canaccord;
• Hubwise;
• KleinwortHambros;
• LGT Vestra;
• Quilter Cheviot;
• Rathbones;
• RBC Brewin Dolphin;
• Scottish Widows Platform (Embark);
• Stocktrade (Embark);
• Telford Mann; and
• Transact

Important Information

• Inclusion on a list does not constitute a recommendation
• Not all providers support non‑standard assets
• Providers must meet regulatory and operational criteria

Using a Different DFM

If you wish to use a provider not currently supported, we can review them on request. If you are already in an Alltrust SIPP and use a different DFM you may continue with that provider, but if you want to change who your DFM is, then the approved list will apply, or we can investigate whether another DFM is acceptable.

If you wish to use another DFM we will need to approve it and this will take time, and may result in us not accepting that DFM.

Next step:
Contact our team at [email protected] to discuss provider approval or investment queries.