Your Future SIPP Investment Partners

We have created a panel of Investment Partners so you can benefit from a combination of value and service. Investment Partners provide an integrated, fee-saving option by reporting data to us electronically. These electronic data feeds provide automatic, daily updates to our systems, which you can access through our secure portal.

You are responsible for deciding which FCA-regulated investment firm you should use for your investments as Curtis Banks are unable to provide advice. The panel of investment firms is reviewed regularly and if any investment firms fail to meet our ongoing requirements, we will contact you to advise of any changes if your plan is affected.

If you would like to access an investment firm or platform that is not on the list of Investment Partners below please contact your local Business Development Manager or Sales support on 01473 296 950. Alternatively you can refer to the Full List of investment firms here.

Investment Partner

A
Aegon (Cofunds Ltd)
AFH Independent Financial Services Limited
Alpha Portfolio Management
Amber Financial Investments Limited
Ascentric

B
Barker Poland Asset Management LLP
Bordier & Cie (UK) plc
Brewin Dolphin Limited
Brooks Macdonald Asset Management Limited
BRI Wealth Management plc
BullionVault

C
Canaccord Genuity Wealth Management
Charles Stanley & Co Limited
Cardale Asset Management Limited
Church House Investments Limited
Casterbridge Wealth Ltd
City Asset Management plc
Cazenove Capital Management
Close Brothers Asset Management
Credo Capital plc
Cornelian

F
Fidelity Investment Services Ltd / Fidelity Funds Network
Fusion Wealth
Fieldings Investment Management Limited (where Charles Stanley or Smith and Williamson are used as custodian)

G
Gore Browne Investment Management

H
Handelsbanken
Hurley Partners LLP
Hawksmoor Investment Management

I
Investec Wealth & Investment Limited

J
J M Finn & Co
James Hambro & Partners LLP
James Brearley & Sons

K
Killik & Co

L
Leodis Wealth
Lloyds Bank Private Banking Limited
LGT Vestra Wealth LLP

M
Mattioli Woods plc
Mountstone Partners Ltd
McInroy & Wood Limited

N
Novia Financial plc

P
Parmenion
Pershing Securities Limited (please contact us to find out if any associated firms are acceptable)
PFP Wealth Management Limited
Platform One
Psigma Investment Management Limited

Q
Quilter Cheviot Limited

R
R C Brown Investment Management plc
Redmayne-Bentley Stockbrokers
Rathbone Investment Management Limited (including Rathbone Greenbank Investments)
Rowan Dartington
Raymond James Investment Services
Ruffer

S
Sanlam Private Investments (UK) Ltd
St Johns Asset Management
Selftrade
Standard Life Wealth
Seven Investment Management LLP
Stocktrade
SG Kleinwort Hambros Bank Ltd
Succession Investment Platform
Smith & Williamson Investment Management

T
Thesis Asset Management
TP Investments LLP
Thomas Miller Wealth Management Ltd
Transact

U
UBS AG
UK Portfolio Management Ltd

V
Veritas Investment Management LLP
Vermeer Investment Management Limited

W
W H Ireland
Waverton Investment Management
Walker Cambria
Whitechurch Securities Limited
Walker Crips Investment Management Limited
Williams Investment Management LLP

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