Richard established Cabot Trustees in 1996, having previously worked in pensions administration for 14 years with London Life. Richard now manages Cabot Trustees on a day to day basis.
Richard is married with three children and one grandchild. No longer able to enjoy his first two passions of sailing and rugby he can now be found most weekends on the fairways of his local golf club, but as golfers know, that handicap just does not come down quickly enough!
Nick qualified as an actuary in 1989 and currently focuses on the technical and systems aspects of Cabot Trustees to complement Richard’s role. He also supports a SSAS business as well as designing and developing software for operating SIPPs and SSASs.
Nick enjoys cycling to keep fit and to see the
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, a maths graduate, joined our sister company in 1998 working on the actuarial calculations for small self- administered schemes. After the pension changes in 2006, Anna became more involved with the administration of SIPPs, mainly looking after the benefit crystallisation events and the recalculation of drawdown limits. Anna has recently completed her Diploma in Financial Planning.
At weekends Anna enjoys riding her motorbike (at a leisurely pace!), watching motorbike racing and rugby.
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 practicing his Accordion!
Emma joined Cabot Trustees Limited as an office junior in November 2015 having just qualified in business administration and beauty therapy.
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!