Our business and our reputation are built on the combined commitment, skills and hard work of all our staff. Find out a little more about the key people leading our team.
Eddie McGuire, Managing Director
Eddie’s career spans 28 years of working with a number of blue-chip financial services companies, most recently as Client Services Director of AJ Bell. Before that, he was Financial Institutions Director at Jardine Lloyd Thompson and was also the founder of Xafinity (previously Hazell Carr).
Kerry Houghton, Business Development Manager
Kerry has just celebrated her 35th anniversary in financial services and is highly experienced in self-administered solutions. She has recently joined @SIPP covering the north of England. Most of her career has been spent working in SIPP and SSAS helping IFA’s and clients through the complex steps. Kerry has worked for both large national firms and small local firms. She is a chartered financial planner by qualification and helps on the committee of the local PFS institute. She is a great believer in financial education and is always willing to share her technical knowledge.
Ross McNicol, Telephone Account Manager
Ross has been with @sipp for over a decade and has worked across several operational aspects of the business. Throughout his time working with the company, he has acquired a wealth of experience and understanding of SIPP and SSAS products. Ross has developed close relationships with existing and new business introducers to @sipp, helping them accommodate their clients’ needs, and became our Sales Account Manager in February 2020.
Angela Barr, Head of Change
With over 30 years’ experience in the Financial Sector, Angela is responsible for making sure our systems and processes are robust and fit for purpose. Previous roles include Senior Business Analyst, Executive Management Support and Business Risk at Aegon, before joining @sipp in 2013 as our Head of Change. With proven project management expertise, Angela is Lean Six Sigma and Prince 2 qualified.
Gill Baynes, Head of SSAS
Gill joined us as Head of the SSAS Trusteeship and Administration Department in 2016. Having entered the pensions industry in 1983 and been a specialist in SSAS Trusteeship and Administration since 1987, she brings a vast wealth of experience to the team. She is personally recognised by HM Revenue and Customs as a pensioneer trustee and is a signatory for our Corporate Professional Trustee Companies @SSAS (Pension Trustees) Limited and Alfa Trustees Limited.
Lee Halpin, Head of Technical Services
A leading member of the @sipp team for more than a decade, Lee provides product advice, technical guidance and expert support on pension matters, both to our internal team and our external introducers. Given the nature of his role, Lee has developed a particular expertise in handling enquires on investment permissibility – in the process ensuring that proposed assets comply with our in-house requirements as well as HMRC and FCA rules.
Stephen Lancaster, Head of Finance
Steve heads the finance function within @sipp. Having held a number of senior roles across multinational organisations such as Deloitte, he has been the finance lead on a $2bn aerospace programme and managed the financial performance of a $1bn financial transformation programme – ensuring that our own finances are in experienced and capable hands.
Aileen Mungin, Head of Operations
Aileen has been with @sipp for over a decade, and has worked across nearly all the operational aspects of our business, with particular expertise in regulatory compliance as well as FCA and HMRC reporting. In 2016 Aileen was appointed Head of Operations, accountable for the efficient management of the customer services area.
Beth Riddex, Property Team Manager
Beth has over 25 years’ experience in financial services and has been with @SIPP for over 15 years. Beth leads the Property Team on acquisitions, purchases, sales, redevelopment and ongoing property administration. Beth also oversees the team training and process improvements.
Leeann Keenan, Pensions Manager
Leeann has worked in financial services for over 20 years and has progressed up through the ranks here at @SIPP. Starting as an administrator in the Pensions team Leeann then became the Team Leader of the Property Team and then the Pensions Team Leader. Using her abundance of property and pensions knowledge and Lean Six Sigma qualification Leeann became our Change Manager, responsible for reviewing and improving our systems and processes as well as leading key change projects. Leeann is now back to her roots as our Pensions Manager, leading a very busy Pensions Team.
Matt Storey, Head of Business Development
Matt joined @sipp in 2022 and is our Head of Business Development. Matt is a highly experienced industry professional having worked in Financial Services since 2006. He has spent the last 14 years specialising in SIPP and SSAS, and prior to joining us, was a Business Development Manager for a well known SIPP provider covering many parts of the UK. Matt is an extremely knowledgeable SIPP and SSAS specialist, and highly adept at supporting the financial adviser community by delivering innovative solutions in the self-invested pension space.
If you would like to discuss our products or services, you can contact Matt on 07508 313 084 or matt.storey@atsipp.co.uk
Angela Dickie, Property Team Leader
Angela has over 20 years Financial Services experience gained through her previous roles within Financial Adviser firms, Corporate Banking and Employee Benefits Consultants. She has numerous professional qualifications including full FPC and CeMAP and is working towards attaining the Diploma in Financial Services. She has been with @sipp since 2016 starting as an Administrator within the Property Purchase Team then moving to the Client Services Team as Team Leader, she moved back to the Property Team as a Team Leader in March, 2020.
