WBR Group has launched a Trustee Consultant Service, bringing on three new Trustee Consultants, as the company looks to build on its client-focussed approach.
The independent SSAS services and tax experts, which currently holds around 4,000 SSAS, said the service will enhance its “commitment to delivering high levels of client service” and providing “personalised and comprehensive” SSAS solutions.
The three new trustee consultants – Justine Osborne, Catherine Billington and Dan Thomas (pictured with WBR’s Tim Smith, second from left)– will have direct client contact, face-to-face meetings, video conferencing, and telephone calls with SSAS trustees.
Justine Osborne joins WBR from Mattioli Woods and prior to that was at Brown Shipley and Hurley Partners. She has over 20 years of experience in SSAS administration and face to face client contact, with specialist knowledge in commercial property investments.
Catherine Billington spent over 25 years at Mattioli Woods, where she specialised in SIPP and SSAS.
Dan Thomas has over 20 years at Rowanmoor prior to WBR Group, he has experience looking after major institutional SSAS providers and in assisting with complex pension planning issues.
WBR said the new trustees will work collaboratively with their colleagues, offering technical guidance on all aspects of SSAS clients’ requirements. Their primary focus will be to create, build, and maintain long term client and professional connections by delivering high quality service and guidance.
Tim Smith, Head of SSAS Proposition at WBR Group, said: “We are delighted to welcome Justine, Catherine and Dan to our team. Their extensive experience and commitment to client satisfaction align perfectly with our mission of providing exceptional SSAS solutions. We believe their contributions will enhance our ability to deliver tailored services and build lasting relationships with our clients. Our intention is to continue to grow this service and are actively recruiting.”
