Westerby Trustee Services - Staff Profiles
Leslie McLintic - – Chairman & Managing Director
Sales
Ian Jarvis - Marketing Director
Having spent four years working in SSAS administration, in 1992, Ian took a short career break to enjoy his hobby of mountaineering. Eight years later, having led expeditions and treks as far afield as Morocco and Nepal, Ian returned to the UK to work in IFA sales for a leading insurance company. During this time he completed the FPC qualification before joining Westerby Trustee Services in 2003. He oversees all aspects of Sales & Marketing within the company.
Jinal Sachdev - Sales Executive
Graduated from Nottingham Trent University in 2000 with a 2:1 in Financial Services, before joining a large insurance company and working within their pensions department for 6 years in a variety of roles including pension administration, managing teams as a team supervisor and providing technical assistance to others. Jinal has increased his industry knowledge by completing a number of professional examinations, including FPC, Certificate in Financial Administration (CFA) and more recently he completed the Diploma in Financial Services, giving him his DipPFS status. Having joined Westerby Trustee Services in June 2006, Jinal is responsible for Sales and Marketing of both the SSAS and SIPP product.
Administration
Julie Hulatt - Client Account Executive
Julie joined the SSAS department of a leading Leicester Pensioneer Trustee Company in 1991 after graduating with a 2:1 Honours Degree in Economics and Economic & Social History from the University of Leicester.
Since then Julie has worked for a number of regional and national consultancy practices advising corporate clients on employee benefits and director provision. She has attained the Advanced Financial Planning Certificate (AFPC) and acted as a registered Pension Transfer Specialist. Joining Westerby Trustee Services in 2007, Julie is responsible for the administration of SSAS schemes to ensure ongoing compliance with current legislation and regulations.
Fran Sansom - SIPP Manager
After graduating from Worcestershire College of Higher Education in 1997 with a 2:2 in Environmental Science, Fran joined a large Pension and Life office in Shropshire, working there for three and a half years until moving back to the Midlands and becoming a Sales Consultant for a national pension provider. In late 2001 Fran joined a large Leicester firm as a SIPP Administrator specialising in property purchases. With over 8 years of pension administration experience Fran joined Westerby Trustee Services in 2007 and is responsible for overseeing the SIPP administration team.
Barbara Dams - Financial Manager
Barbara spent 13 years working for a large insurance company undertaking various administration roles and managing teams. She then joined a Leicester firm of Independent Financial Advisers where she worked mainly on Group Pension business for almost 9 years. Barbara has completed a number of professional examinations, including FPC, 6 parts of ACII and more recently the Certificate in Financial Administration (CFA). Barbara joined Westerby Trustee Services in 2006 and is responsible for financial aspects of SIPP and SSAS, including pension payroll, tax claims and rental invoicing.
If you’d like more information about Westerby Trustee Services
Sales +44 (0) 116 247 0304
Administration +44 (0) 116 326 0183
Email us here
We will contact you to arrange an initial consultation.
