Compare The Platform: Alliance Trust Advisers

Home/Alliance Trust Advisers

Alliance Trust Advisers

Alliance Trust Advisers is their adviser platform offering which combines flexible flat fee charging with support tools and process efficiencies. It was purchased by Embark and is now accessed through Embark. Charges here are for existing Alliance Trust Advisers customers that have moved to Embark. New customers will be subject to Advance by Embark’s charges.

Visit The Website

Available products & Wrappers

General Investments ISAs JISAs Pensions & SIPPS Junior Pensions & SIPPS Onshore bonds Offshore bonds Other
Junior GIA

Available investments

UK funds Offshore funds ETFs ITs Equities Bonds Other
Research, Tools and Information
Tools
A range of tools from Morningstar, Distribution Technology risk profiling tool (coming soon), model portfolio management.

Table of charges

PLATFORM CHARGES PRODUCT CHARGES OTHER CHARGES
ISA/GIA £132 per year
JISA £44 per year
SIPP £277.20 per year
SIPP Drawdown Charge £100 per year
Child SIPP £105.60 per year
Exchange-traded instruments trading 0.07% per trade, minimum £7.50 maximum £120. £1 per trade if trading within a third party model

Compare the Platform Says

Products & Wrappers Investments Research & Guidance Charges OVERALL SERVICE
3.0
3.0
3.0
3.0
3.0