Morgan Lloyd Invest
Self-invested pension (SSAS and SIPP) administration and an investment platform for UK financial advisers and their clients
Highlights
- New on EvolcAdded 2026-11-02
About Morgan Lloyd Invest
Morgan Lloyd Invest Ltd is part of a UK group that administers self-invested pensions, including Small Self-Administered Schemes (SSAS) and Self-Invested Personal Pensions (SIPP). It also offers the ML Invest platform for holding traditional asset classes, and the ML Invest SIPP is administered on that platform. The company is an appointed representative of Morgan Lloyd SIPP Services Ltd, which is authorised and regulated by the Financial Conduct Authority.
Its customers are mainly financial adviser firms and their clients, including business owners and company directors. Clients can view daily reconciled SSAS and SIPP valuations online through MyViewpoint. The company operates a menu-style fee structure for its pension products.
The company is registered in England and has its registered office in Bristol, which is also its headquarters. The company was founded in 2014, and the website states that the group has provided pension services since 2003. It is part of the Clifton Asset Management Ltd group.
Product: Administration of SSAS and SIPP self-invested pensions, plus the ML Invest platform for traditional asset classes.
Jobs at Morgan Lloyd Invest
Leadership
- Julie Hansen · Managing DirectorSource: company website
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
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- Google Tag ManagerMedium confidence
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- Integration code on pageinline script loader
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- Response headerx-amz-cf-id
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- Integration code on pageinline script loader
Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.