Nick qualified as an actuary in 1989. Having built up a successful actuarial business he established Cabot Trustees in 1996. Following the retirement of Richard Rata earlier this year, he now manages Cabot on a day to day basis as well as designing and developing software for the ongoing operation of SIPPs and SSASs.
Nick enjoys cycling to keep fit and to see the world.
Lee has been with us for 15 years and provides technical support to the SIPP team. He has many years’ experience of advising on the merits of SIPPs. Lee is a Chartered Insurance Practitioner and a member of the Institute of Directors.
Away from the office, Lee is married with 2 children, an enthusiastic supporter of the National Trust and enjoys travelling, country walks, theatre, cinema and reading.
Bridget joined the Company at the outset and has over 30 years’ experience in the administration of SSAS and SIPP. She provides technical support to the clients and advisers and oversees the administration of SSAS and SIPP clients. She has an Advanced Diploma in Insurance.
In her leisure time she enjoys walking, yoga and reading.
James joined Cabot Trustees Limited in February 2000 as an administrator and has since become a highly valued member of the team specialising in SIPP property acquisitions and disposals together with all aspects of VAT.
In James’ spare time, when he is not indulging in his passion for cars he enjoys socialising with friends. During the summer he can be found attending Castle Coombe Race Days and harbours a keen ambition to one day participate himself!
Faye started working with the company in 2005 as the office junior before leaving in 2009 for an adventure down under. She returned from Australia a year later and re-joined Cabot Trustees Limited as a SIPP administrator where she has developed her role beyond that of general day to day administration to now include dealing with property, VAT and calculating members’ potential benefits.
She generally enjoys socialising, reading, heading to the gym and long walks with her dog, Colin.
Anna joined the company in 1998. She has a maths degree and has completed the Diploma in Financial Planning.
At weekends, Anna enjoys riding her motorbike to explore new places, watching all sorts of motor racing an sport and enjoys a pint of real ale.
Matthew started working for Cabot Trustees Ltd in January 2012 having spent 4 years working as an administrator for a large IFA network. His current role involves day to day SIPP administration including property administration, VAT monitoring and Benefit calculations.
A Law graduate, he also holds the Diploma in Regulated Financial Planning. In his spare time he enjoys listening to music, attending musical concerts, festivals, and occasionally deafening his neighbours when practising his Accordion!
Emma joined Cabot Trustees Limited in November 2015 having qualified in business administration and beauty therapy and has now become one of the main members of the Cabot administration team.
In her spare time she enjoys socialising with friends and family, going to the gym, shopping, attending festivals and, like all of us, sunny holidays!