At Alltrust, we are committed to transforming your financial experience with exceptional care, ensuring it is straightforward, personalised, and anchored in trust. Our technology-led approach is at the forefront of the industry, safeguarding your financial prosperity and offering pioneering, sustainable solutions for your wealth accumulation and preservation. Our dedication to integrity and excellence defines our service, as we proactively work to enhance your financial future.
Internally, we champion a culture of support, innovation, and efficiency, where every team member is empowered and valued, fostering an environment that upholds our pledge to consumer welfare and satisfaction. United in purpose, we strive to exceed expectations, ensuring that our practices not only comply with the FCA Consumer Duty but set a new benchmark for consumer-centric financial services.
Together, our future is built on a foundation of mutual trust and outstanding service.
Alltrust has been providing SIPP and SSAS arrangements since 2005, with over 15,000 clients on our platform.
We have a very strong team of technical staff supporting our scheme holders.
Our team are highly experienced in providing technical support to our clients
Our proposition is built around service, which means means delivering accurately, on-time, and within expectation.
Alltrust is its people. Our strength lies in the relationships that we create with our clients, and in order to do that we are reliant on the quality of the individuals who we employ.
Central to the philosophy of Alltrust is a continual challenge of what we do and why we do it. We try to look beyond simple process and procedure work with our clients to achieve both their and our goals in the most flexible manner possible. The development and training of our people revolves around this concept.
That is why we do not adopt a call-centre approach, where an individual’s needs are simply boiled down to a number in a queue. We encourage direct contact between our customers and our client consultants; thus all our customers have direct access to everyone within Alltrust, no matter what level they operate at.
Every member of our team aims to build a relationship, and once built continues to grow it.
James is the Managing Director of Alltrust and Co-Founder of The UAP Group. James has a long track record in Pensions, Trusts and Structuring both Onshore and Offshore.
Robert is the Group CEO and co-founder of the UAP Group, and non-Executive Director of Alltrust, Robert has huge experience in pensions and trusts operating from Guernsey
Colin has extensive experience across the SIPP & Platform market having held Director level roles with James Hay, Fidelity and Embark.
William has a long career in compliance, having worked with a wide variety of institutions, William was appointed as Compliance Director in March 2023.