Our people.

We take pride in long-term success. It’s why we deliver award-winning service that builds outstanding client relationships.

Experience and insight

Our dedicated team will tailor plans to suit specific needs and do things the right way. Not just the easy way.

Derrick Fowler.

Joint Managing Director, Pension Consultant.

Derrick joined in 1983 and for the last 11 years has been our Managing Consultant. Appointed to the board in 2005 as a Director, he has over 25 years of SSAS experience, 14 years of SIPP experience and became an Associate of the Institute of Actuaries in 1991.

Ian Stewart.

Joint Managing Director, Pension Consultant.

Ian has been with us since 1994 and was appointed to the board in 2005. He has over 24 years of SSAS experience and 17 years of SIPP experience. He was a SIPP Providers Group Committee Member from 2000 to 2005 and a Committee Member of the Association of Member Directed Pension Schemes (AMPS) from 2005 to 2007. He has a law degree (Hons) from Warwick University and, in addition to the Financial Planning Certificate, he also holds the Chartered Insurance Institute's Pension Qualification.

Martin Tilley.

Director of Technical Services.

Martin Tilley joined us in 1988. With over 28 years of Executive and Self Invested Pension experience, he holds a BTEC Diploma in Business and Finance and the Financial Planning Certificate. He’s also an Associate by examination of the Pensions Management Institute.

David Fox.

Director of Sales & Marketing.

David has 20 years experience developing intermediary relationships in the financial services sector. For the last 10 years David has specialised in Self Invested Pensions and holds both the Financial Planning Certificate and the Chartered Insurance Institute's G60 pensions qualification. David predominantly works with Financial Intermediaries in London and the South. 

Stephen McPhillips.

Business Development Manager

Steve joined us in January 2012. He has been heavily involved in Self Invested Pensions since joining the industry as a Graduate Trainee in 1988 and has spent the last 14 years developing business relationships with Financial Advisers. Steve is an Associate of the Pensions Management Institute by examination. 

Our Pension Consultants.

We believe in long-term relationships. So when you sign up with us you’ll be allocated your own Pension Consultant and a skilled team of Pension Administrators. Each of our Pension Consultants has been with us, on average, for over nineteen years so they’re experts at dealing with complex investments and transactions – including property purchase.