Talbot & Muir partners with Rathbone for Simple Account

Talbot & Muir, a Sipp and SSAS specialist, has linked with Rathbones to provide access to their discretionary fund manager offering for clients of the Talbot & Muir Simple Retirement Account (SRA). The partnership with Rathbones, a provider of investment management services for private clients, charities and professional advisers, is effective immediately and they joinsix others on the SRA panel. The others are Brewin Dolphin, Brooks Macdonald, Canaccord Genuity, Close Brothers, Investec and Quilter Cheviot.Claire Trott, head of technical support at Talbot & Muir, said: "Whenever I talk to advisers they are concerned about their workloads and that increased administration means that they aren't able to spend as much time with their clients. So many are now looking to use a DFM service to provide investment options that are second to none."The Talbot & Muir SRA is a simple product that offers high levels of service and a range of DFMs to suit their individual client's needs. We have seen great interest in this product so much so we have recently added flexible drawdown as an option and the addition of Rathbones to the panel will make this even more attractive to advisers."Nick Frank, director & Chartered Financial Planner at Weston-Cummins, said: "The Simple Retirement Account from Talbot & Muir gives access to DFMs at a very reasonable price. The great thing about this product is that we can still be sure that the high levels of service are there, this is so important for us when we are looking at Sipp providers for our clients."{desktop}{/desktop}{mobile}{/mobile}Matthew Fields, investment manager at Rathbones said: "We are delighted to join Talbot & Muir's panel for the SRA. Over recent years we have put a great deal of work into developing our proposition to meet the needs of financial advisers."The Talbot & Muir SRA offers one bank account and one discretionary fund manager portfolio from their carefully selected panel of DFM partners. There is one application form, no set-up fees and an annual administration fee of £250 plus VAT.

Talbot & Muir partners with Rathbone for Simple Account

Related items

News from Twitter