sipp

Stewart Adams | National Accounts Director

Stewart joins us with over 20 years experience in financial services covering offshore tax & trusts, asset management, banking and platform outsourcing. He has held a number of senior positions mainly in product, sales and relationship management where he has been responsible for new business strategy and client retention. Stewart has also advised organisations on the structure of new ventures, how to bring them successfully to market, on time and within budget. This has included fund launches (OEIC’s and Hedge) plus a significant new entry into the UK depositary market. He is an active member of the Institute of Directors and supports financial services education through a recognised University programme.

Martin Bachelor | Area Relationship Manager

Martin joined @sipp in late 2009, taking on the new role of Area Relationship Manager. Based in Lancashire, he’s a vital addition to the team, helping us offer a better service to our existing customers in England, while developing new links with introducers across the Northwest. Qualified to Dip PFS level, Martin has spent his whole career in financial services – including a five-year stint with KPMG’s Manchester operations, where he gained significant experience in both SIPP and SSAS management.

Carlyn Campbell | Administration Manager

Carlyn has spent over 15 years in Management within Financial Services, mainly with Lloyds TSB. Carlyn now ensures the effective operation of @sipp's Administration team, across both core Pensions and specific Property Acquisition/Management areas. Since joining the business in 2006, Carlyn has implemented a number of revised and improved administration procedures, as well as introducing and revising our Service Level Agreements.

Lee Halpin | Technical Manager

Within this role, Lee provides effective product advice, technical guidance and support on pension matters, to both our internal team and external introducers. Given the nature of his role, Lee has developed a particular expertise in handling enquires on unlisted investments – in the process ensuring that proposed arrangements and resulting share structures comply with both our Trustee requirements and HMRC rules. Lee joined the team in 2006 and is currently pursuing his formal CII qualifications.

Harry Perdikou | Business Development Manager

Harry joined @sipp in 2004, bringing a wealth of financial services experience to the team. Having worked in Commercial finance, Life Insurance and, most recently, Pensions development, his knowledge of pensions and investments in a commercial environment has helped us develop propositions to provide IFAs’ and their clients’ access to one of the widest SIPP investment options in the market. 

Bernadette Pollock | Financial Controller

Bernadette is a Chartered Accountant, and has been a member of ICAS since 1997. After several years in professional practice, Bernadette then concentrated her career in the financial services sector, carrying out technical accounting and financial control roles at two of the UK’s leading banks. As well as overall responsibility for the effective operation of @sipp’s administrative function, Bernadette has lead responsibility for Compliance matters and, within her role, she has been tasked with developing and maintaining effective working relationships with both HM Revenue & Customs  and Financial Services Authority (FSA) personnel.