Stephen Gilligan

Business Development Manager Sipp Provider Ssas Provider Investments Retirement Property Pensions Uk @Yorsipp Limited

Edinburgh, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2014 — Present

Business Development Manager Sipp Provider Ssas Provider Investments Retirement Property Pensions Uk @Yorsipp Limited

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Glasgow, GB

Yorsipp are a specialist provider of bespoke SIPP, SSAS and \"At Retirement\" pension solutions. Our focus is simple - to build on our excellent service reputation by delivering flexible investment and retirement options at a competitive price. We work in true partnership with advisors and aim to become the “provider of choice” for your self-administered clients. Transparency We are committed to absolute transparency in all we do; including A simple, easy to understand fee structure with no time cost/hidden charges, Monthly reporting on our operational service against our published service standards Regular reporting on the assets held within our book and progress towards 2016 capital adequacy requirements Property Expertise Our specialist property team manage c£65m of property assets. Our expertise ranges from simple sale and leaseback of property to split title and \"bricks and mortar\" property contributions. Personal Service We do not operate a call centre approach - meaning we quickly build rapport with our supporting advisers and clients. Supporting Your Relationships We welcome use of your/your client professional connections rather than mandate a restricted panel of legal/insurance/valuation partners as many other providers do. We are very happy to support your business development via attending client meetings, presenting at seminars and providing case studies etc. Technical Insight Our team have over 200 years pensions experience and our senior management team have enjoyed various technical roles with blue chip providers over the years. The company is a member of the trade body AMPS and our Compliance Manager Kenneth Henderson, attends all meetings and events hence we are well placed to guide you through the ever changing regulatory world. For all our latest market updates please follow our LinkedIn page and visit s••••••••@yorsipp.com 07••••••••65

SKILLS

Financial AdvisoryManage Client RelationshipsPensionsSippCustomer ServiceRetirement PlanningFinancial ServicesRetirementPension AdministrationNew Business DevelopmentInvestmentsSalesWealth Management

ABOUT STEPHEN GILLIGAN

Yorsipp are a specialist provider of bespoke SIPP, SSAS and \"At Retirement\" pension…

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Stephen Gilligan — Business Development Manager Sipp Provider Ssas Provider Investments Retirement Property Pensions Uk at Yorsipp Limited in Edinburgh, GB | Unifers