0161 763 7070

Other Investments

You can invest in a range of products with a Liberty Option SIPP, if your chosen Investment provider is not listed, please do get in touch as we might be able to work with them. Call 0161 763 7070 or email us

 

Funds

Did you know you can invest directly into UK regulated funds via a Liberty Option SIPP without the need for a platform/WRAP?

Here’s a list of the fund management companies we work with.

  • Margetts Fund Management
  • T Bailey Asset Management
  • Vanguard Asset Management*
  • Dimensional Fund Advisors*
  • Schroders
  • Artemis

*minimum investment £100k

Man-Umbrella
 

Execution Only Trading

If you would like to open an account with an execution only stockbroker, please find a list of providers below.

  • Stocktrade
  • James Brearley ICON Platform
 

SIPP deposit accounts

You’re also able to hold additional deposit accounts with your Liberty Option SIPP. Here’s a list of accounts you can invest in.

  • Metro Bank Fixed Deposit Accounts (1 year, 18 months & 3 year)
  • Cater Allen Private Bank – Sovereign 30 Account
  • Investec SIPP & SSAS Saver – 30 day notice account
Fund-Supermarkets

 

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