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Investment Partners

Below is the list of those insightful companies who have become partners with the Liberty SIPP.

As partners they are able to provide regular data feeds into our Portal which enables all clients to obtain on-line valuations of their pension portfolio.

All companies have been through Liberty’s due diligence checks and they in turn have done their own regulatory checks on Liberty.

If you decide to choose one of these partners to help with the management of your SIPP please get in touch with the company representative. We have included their details for you.

Charles Stanley

From our origins in 1792, Charles Stanley has grown to become one of the UK’s leading investment management groups. We build strong and trusted relationships with advisers and their clients. All of our investment services, from collectives-based to bespoke personalised portfolios, are tailored to clients’ requirements. Both advisers and their clients can look forward to a close relationship with the portfolio manager; with the level of client contact being led by the adviser.

For more information please either visit our website or contact us at madeforyou@charles-stanley.co.uk T 0207 149 6437.

Investors please note: The value of investments can fall as well as rise and initial capital is not guaranteed Charles Stanley & Co. Limited is authorised and regulated by the Financial Conduct Authority. Registered office: 25 Luke Street, London, EC2A 4AR

Hawksmoor Investment Management

Hawksmoor Investment Management are a privately owned Business and have no ties to a bank or any other financial institution. Our experienced and well qualified teams of investment professionals are focused solely on providing you with the best service and consistently good performance. This individual approach, together with our in-depth knowledge of investment markets, is key to our success. We use benchmarks to measure our performance but not to construct investment solutions – we aim for long term outperformance rather than trying to beat obscure benchmarks over short time periods.

Our investment managers are supported by a disciplined investment process designed by our in-house strategy and research team with access to extensive external research.

For more information or enquiries, please contact:-

Robin O’Grady on robin.ogrady@hawksmoorim.co.uk 07468 697900

Jill Gill on jill.gill@hawksmoorim.co.uk 01392 410180

Or visit www.hawksmoorim.co.uk

Saltus Investment Managers

Sal´tus (sal-) n. (L) a leap, step, jump. In 2004 Simon Armstrong and Jon Macintosh took a leap – to set up their own investment management company and to rethink some of the norms of the time resulting in these principles:

• To bring investment management services to private clients that were then only available to very wealthy families and institutions such as universities.
• To work within pre-determined risk limits so that more client’s money can be returned over time than they originally invested, whatever the market conditions.
• To invest globally, across many assets classes, unconstrained by industry benchmarks. And as importantly, to choose not to invest in an asset class or investment strategy, if analysis demonstrates there is no merit.
• To search the world to find the best investment specialists to invest/work with, many of whom are not accessible to UK investors.
• To use plain English.

Following the credit crunch in 2008, these principles hold true today, if not truer. After all we can’t predict the weather but we can build an ark.

For more information please contact Tony Albery on 07500-830383 or email him at tony.albery@saltus.co.uk .

Ascentric

Ascentric’s philosophy - to provide choice through technology – is simple, but it has led to the creation of an independent, truly flexible and dynamic open architecture wrap platform, focused on giving advisers the right environment for growth. Informed by our experience in investment administration and customer service, it will help you to optimise your business proposition, particularly when meeting the challenges of a post RDR world.

Underpinned by strong financial backing from the Royal London Group plus full control over the platform technology, the award-winning service we offer is consistently high rated and consistently ahead of the marketplace.

For more information, please contact our Business Development Centre on 0845 600 5360.

Transact Platform

Transact is a wholly independent wrap platform that is widely recognised by it's users as the most capable and functional platform in the UK (evidenced by multiple awards and independent industry surveys).

It provides access to virtually all trade-able investments in the UK, in all tax wrappers that are currently permissible - from both a range of internal wrappers, and those of multiple external tax wrapper providers e.g SIPPs, SSAS & QROPS schemes. Transact has been trading since 2000 and is one of very few UK platforms to be both trading profitably, and to have zero debt. It offers fully flexible Adviser Charging systems, and is primarily aimed at investment & pensions oriented advisers.

For more information or enquiries, please contact Glen Sweet on (0)20 7608 5445 or by emailing gsweet@integrafin.co.uk

Albert E Sharp

Albert E Sharp is an independent partnership dedicated to providing investment management services. Our clients include private individuals and their families, pension schemes, charities, corporate entities and trusts. We pride ourselves on our highly skilled and experienced investment team utilising the best available technology for analysing investments and managing portfolios.

For more information or enquiries, please contact Head of Client Services, Faye Ellis on 01789 404967 or at Faye.Ellis@albertesharp.com

Ingenious Asset Management

Ingenious is a modern investment company built on experience; managing in excess of £1.4 billion for our clients in Pensions, Trusts, Companies, Charities and Family accounts. At the heart of our investment approach is the understanding that clients are not necessarily averse to taking risk but they are particularly sensitive to losses. Our style leads us too

• Focus on understanding the potential for losses
• To invest globally
• To invest alongside our clients with our own money
• Use active management or passive strategies
• Offer high quality client service
• To utilise modern techniques and measure risk as the probability of loss

For more information or enquiries, please contact Craig Wright on 020 7319 4215 or by emailing craig.wright@ingeniousam.co.uk

Raymond James

Raymond James Investment Services supports entrepreneurial investment managers, stockbrokers and investment focused financial planners in the UK.

Our open architecture platform provides the full range of investments, including clean share classes of funds, ETFs, investment trusts, equities and bonds. As we are an LSE member firm, we have direct market access. We also offer the full range of tax wrappers as well as innovative solutions like our Loan Account, giving clients the ability to borrow against their investment portfolios.

The Raymond James package allows wealth managers to compete against private banks and full service firms, yet run their own commercially independent business.

For more information or enquiries, please contact the main office on 020 7151 3000.

Brewin Dolphin

For generations, Brewin Dolphin has been providing tailored advice to help our clients create and preserve wealth.

Today, we are one of the largest independently-owned private client investment managers in the country and look after approximately £28 billion in investments from our network of offices throughout the UK and Channel Islands. Over the years, we have proved ourselves to be a stable, trustworthy adviser whatever the financial climate, developing close working relationships with our clients, who range from charities and pension funds to private individuals.

We provide an integrated service that pulls together our skills and experience in both investment management and financial planning, enabling us to take a holistic view of our clients’ finances.

For more information or enquiries, please contact the main office on 020 7246 1000

Rowan Dartington

At Rowan Dartington & Co Limited we offer a broad range of investment services, specialising in advisory and discretionary managed portfolios – including SIPPS and other pension wrappers. Our clients range from private individuals, trusts and charities, to corporations and professional intermediaries.

We offer a range of cost-conscious managed propositions; including our modelled collective portfolios, our innovative hybrid solutions, and our fully-bespoke managed portfolio service.

Rowan Dartington Signature is a trading name of Rowan Dartington. Our award winning team specialises in discretionary portfolio management for the clients of financial intermediaries, providing a range of modelled and bespoke investment solutions.

Rowan Dartington was established in 1990 and now has approximately £800 million under management.

For more information or enquiries, please contact the main office on 0117 933 0000 or by emailing invest@rowan-dartington.co.uk.

Margetts Fund Management Ltd

Margetts is an independent specialist fund management firm with more than £1.6bn of assets under management. Margetts Fund Management Ltd was established in 2000, however the firm’s ancestry has enjoyed a long and rich history which can be traced back to 1845.

The company provides fund management and other services. Our core product is the Margetts Risk Rated fund range which dates back to 1995. Our aim is to provide clients with an investment which will achieve their objectives. The Margetts active management techniques aim to provide superior returns for the level of risk undertaken. Investors can choose a level of risk for their portfolio based on their financial situation, willingness to take risk and the amount of time they expect to hold the investment. Margetts has won numerous awards for investment performance in recent years.

For more information please contact Rob McGrath on 07807480573 or Rob.mcgrath@margetts.com

Seven Investment Management

Seven Investment Management (7IM) combines a discretionary asset management service, multiple asset class funds, model portfolios and an award winning independent investment platform. We aim to form a partnership with professional advisers to help drive costs down and service levels up for the end client and we are convinced that we can offer a compliant, profitable and competitive investment solution across your client base. 7IM manages and administers over £5 billion of assets and has over 100 members of staff. Over the past 11 years, we have consolidated our reputation both for great service and steady performance and have been recognised with numerous awards for investment management, technology and service.

For further information please contact Tom Cole on 020 7760 8835, or visit www.7im.co.uk to find out more about how we can help you.

Quilter Cheviot

Quilter Cheviot has a heritage that can be traced back to 1771. We are one of the UK’s largest independently owned discretionary investment management firms, focusing on providing and managing bespoke investment portfolios for private clients, trusts, charities, pension funds and professional intermediaries.

Our investment managers are committed to building long-term relationships with our clients, established on a foundation of exemplary personal service and investment expertise.

Our commitment to excellence has been recognised by the award of a Defaqto 5* rating for our Discretionary Portfolio Service in 2013.

For more information or enquiries, please contact Dean Lomas on 020 7662 6258 or by emailing dean.lomas@quiltercheviot.com.

Redmayne Bentley Stockbrokers

Established in 1875, Redmayne-Bentley is one of the leading independently owned private client stockbrokers in the UK and in the Republic of Ireland, offering a full range of share dealing and investment management services.

You can select the level of involvement you wish to have with the construction and on-going maintenance of your portfolio. For example, you can remain in full control of your investment decisions with our Execution-only share dealing service. Alternatively, with our bespoke investment management services, we can accommodate your preferred level of involvement and also provide a very personal service in accordance with your specific investment objectives and risk profile.

For more information, or to discuss the suitability of our services, please call Katie Burgess on 0113 200 6584 or by emailing katie.burgess@redmayne.co.uk

Investments and income arising from them can fall in value and your capital may be at risk.

Brooks Macdonald Asset Management

Brooks Macdonald Asset Management Ltd is a specialist investment manager providing discretionary management services for private clients, trusts, charities and pensions funds.

We strongly believe in offering a personalised service combining traditional values with a sophisticated investment management process.

Our Bespoke Portfolio Service is a highly confidential and discreet service for those private clients who want an individual investment portfolio constructed to their personal requirements. This service is designed for the discerning private client who has more than £200,000 to invest.

The Managed Portfolio Service is a discretionary management service. This service is available to investors with £20,000 or more to invest and is only available through Professional Advisers who are authorised to provide financial advice.

For more information or enquiries, please contact the head office on 020 7499 6424 or by emailing info@brooksmacdonald.com

WH Ireland

WH Ireland is a financial services company offering Private Wealth Management, Wealth Planning and Corporate Broking services. The Private Wealth arm provides discretionary, advisory and execution only services to individuals, corporates, trusts and funds.

By offering a highly personal, tailored service we are able to provide timely advice and create long term relationships based on trust. Our Corporate Broking division provides corporate finance, research, market making and fund raising capabilities to quoted small/midcap companies. We offer a full NOMAD service to the majority of our corporate clients.

We firmly believe that by placing our client needs at the centre of everything we do, WH Ireland is well placed to provide timely, bespoke and helpful advice to a diverse range of clients.

For more information or enquiries, please contact Christy Morrison on Tel: 0207 220 1678; Email: Christy.morrison@whirelandwm.com

James Brearley

James Brearley & Sons Ltd trading as James Brearley & Sons (JBS) was established in 1919 and incorporated in 1999.

When JBS was set up they offered a traditional investment and stockbroking service to satisfy the investment needs for their clients of that time. Over the years the requirements and demand for different services has been addressed, with new services including online and nominee services plus portfolio management being introduced.

Also identified was the need for a Discretionary Fund Management service to support the intermediary market, which is now a very popular option and selected by a number of intermediaries for their clients.

JBS are an HMRC approved ISA Manager and also act as an approved custodian for Liberty SIPP.

For more information or enquiries, please contact your local office details of which can be found on the James Brearley website.

Myddleton Croft Investment Management

Started in 2006 to provide a focussed discretionary investment management proposition for advisers with a high degree of customer service, favourable transparent charges and intellectually based investment strategies.

The company has continued to grow successfully as more advisers take advantage of skills and service in a people based business.

We believe everyone should be able to access investment expertise, no matter the size of the portfolio. With £72million under management our business is derived through diligence, strong investment performance and a competitive fee structure.

We have the independence of thought to ensure that we need never follow the herd, pursuing trends we don’t believe in, in the hope of tracking a pre-determined benchmark: the only benchmark that really matters is client satisfaction.

Novia Platform

The Novia platform offers real benefits to advisers and clients - we provide an efficient, online offering which delivers transparency, flexibility and value for a high quality service.

Advisers can efficiently manage their clients' wealth with a wide choice of product wrappers, one of the broadest investment universes available, innovative and integrated planning and research tools and a transparent, flexible charging structure.

Clients can view all of their investments online and in one place, access investments with discounted charges and see exactly what and how they are charged.

We are independently owned, committed to the market for the long term and have no investment bias. As the UK's investment landscape evolves we are well placed to meet the challenges of the changing marketplace.

For more information or enquiries, please contact Novia directly on 05603414556 or by emailing clientservices@novia-financial.co.uk

Stocktrade

Stocktrade, based in Edinburgh, is the execution-only division of Brewin Dolphin Ltd, one of the largest independently-owned private client investment managers in the UK, dating back to the mid-18th Century. As an execution-only broker, Stocktrade does not offer investment advice but instead deals and settles transactions for investors who make their own investment decisions.

Stocktrade has been establishing new standards in stockbroking and customer service since 1993. Stocktrade's unique combination of established stockbroking heritage and the latest service delivery techniques allows Stocktrade to provide quality low-cost services for all of its customers.

Stocktrade offers a wide range of services and products to a diverse range of clients, including individuals, institutions, quoted companies, fund managers, financial advisors and pension providers.

For more information or enquiries, please contact the main office on 0131 240 0400 or by emailing internethelp@stocktrade.co.uk

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