Nick qualified as an actuary in 1989. Having built up a successful actuarial business he established Cabot Trustees in 1996. As well as being a Director of Cabot, he designs and develops 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 over 20 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.
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 a SIPP administrator and over the years 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.
Adrian has worked with the company for over 20 years, covering most areas of SIPPs and SSASs, especially relating to technical, regulatory and software issues. He has also spent a significant amount of time working with Nick developing our software. As such, his experience working with and assisting other firms on the software side has given him a broad spectrum of knowledge in all aspects of the industry.
Outside of work, Adrian has a keen interest in golf, cricket and football, but he also has 2 young children, so never mind.
Anna joined the company in 1998. She has a maths degree and has completed the Diploma in Financial Planning. She specialises in the technical aspects of calculating member benefits including protection and the lifetime allowance.
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. He is a Law graduate and holds the Diploma in Regulated Financial Planning.
His current role includes arranging property purchases and sales, property administration, VAT registrations and monitoring, benefit calculations, investment administration and day to day SIPP administration.
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!
Jodie joined Cabot Trustees Limited in March 2021, becoming a member of the Cabot administration team and handling SIPP investment activity for clients.
Jodie is currently contributing her spare time towards completing a bachelor’s degree in Design and Innovation. Her hobbies include drawing and painting, cooking and socialising with friends.