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AllTrust

SJKESJKE Member
in Products & providers

Hi - We have a couple of clients with SIPP/FPT with Rowanmoor that's now been bought by AllTrust - We have no experience of AllTrust. Can anyone tell me what their service is like? How they compare to other providers like Curtis Banks who we are also researching?
Thanks
Sarah

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  • richardgoughrichardgough Member

    Alltrust. Used them for a number of years for SIPP, Group SIPP and SSAS.
    Highly recommended.
    Well priced.
    Good service
    A can do attitude
    Very flexible.
    We get online access (read only) to the bank account (Metro Bank) to help with our valuation reports
    Have done numerous property transactions (all of them less than straightforward) all went v well.
    Flexibility on choice of solicitor / conveyancer.
    Used preferred platform provider where required. no problems.

    Alltrust and Odyssey are our go to providers for proper SIPP and SSAS work.

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