Cabot Trustees acts as the trustee and administrator of the Bath Private Pension Plan, a scheme with over 650 SIPPs holding assets in excess of £300m.
With 20 years of experience in SIPP administration, Cabot Trustees Limited boasts a dedicated team capable of providing a personal service to all of our clients, whatever their needs.
We pride ourselves on our transparent fee structure, and permit members to manage their own investments. We allow members to choose their own solicitors and surveyors as we understand the importance of established relationships.
We aim to develop a relationship with financial advisers, working together to provide a service that is appropriate and what a client should expect of a SIPP administrator.
We produce our own computer software to administer SIPPs, which ensures that we have the software that fits in with the way our clients want to operate SIPPs. This means that we can react quickly to changing legislation and circumstances.