Hamid Nawaz-Khan
Chief Executive & Actuary

Telephone: 02920 772999

Career History:

Hamid is a qualified actuary with over 40 years’ experience in the pensions industry, the last twenty five years of which he has spent in the SSAS and SIPP sector in the capacity of Chief Executive of NPI Trustee Services Limited, Managing Director of AMP Pension Trustees and then Divisional Managing Director at Jardine Lloyd Thompson.

Role at Alltrust:

Leading Alltrust as a business, which is dedicated to a service ethos with a strong professional discipline, is the culmination of many years’ work, and something one has to build on continually.

In My Spare Time:

I enjoy walking, wine tasting and spending time in France whenever possible.

Tim Williams
Executive Director

Telephone: 02920 772989

Career History:

Tim has been operating in the Pensions Industry all his working life. Starting at Eagle Star Life he soon made his way into Sales Management. He widened his experience further at Scottish Equitable, the Royal Bank of Scotland and eventually NPI Trustee Services Limited, where he and Hamid met. Having worked solely in the pensions market he has accumulated a wealth of expertise in this area, which extends to well over 40 years.

Role at Alltrust:

Using my experience and specialist knowledge with SSAS and SIPP to help advisors and clients optimise their understanding of self-invested pensions.

In My Spare Time:

You’ll find me on the golf course or looking after the grandchildren!


Gail Smith
Manager

Telephone: 02920 772977

Career History:

Gail joined Alltrust as Office Manager in July 2013 after spending several years in the customer service industry. She has an extensive background that has included running her own business for a number of years. She has proven customer relations skills which are invaluable in her role.

Role at Alltrust:

Gail is responsible for the day to day running of the office and driving forward projects that improve the efficiency and operational performance of Alltrust.

In My Spare Time:

I enjoy entertaining, spending time with friends and family, walking the dog, a glass of fizz and ‘willing’ the sun to shine in Wales!

Jason Welsh
Manager

Telephone: 02920 772994

Career History:

Jason joined Alltrust following a number of years in financial services and senior pension’s administration. He has over 15 years’ experience of the pensions industry and has developed valuable knowledge in customer service in addition to communication and technical skills.

Role at Alltrust:

Currently dealing with a broad portfolio consisting of SIPP’s & SSAS’s, with a mixture of holdings including Investment Portfolios, Share Purchases, Loans and Commercial Property both overseas and at home. I am also in the process of developing my knowledge by undertaking financial exams and qualifications.

In My Spare Time:

I am a keen sportsman enjoying football, cycling and squash. I also like socialising with family and friends, gardening and music.

Lucilla Scott-Jones
Manager

Telephone: 02920 772988

Career History:

After completing her MA, Lucilla joined a pensions company in Cardiff and has been working in financial services ever since. She started working in a Compliance role in 2010, and then joined Target Group in 2014 as Compliance Monitoring Executive. Her role at Target involved gaining extensive experience across a wide range of regulated financial products and services for Target’s many FCA regulated clients. She joined Alltrust in February 2018.

Role at Alltrust:

I deal with regulatory requirements, reports and requests to ensure that Alltrust deals with its customers fairly and with its regulators in an open and cooperative way.

In My Spare Time:

I am a qualified Latin & Ballroom dance teacher and in my spare time I help my husband to run dance classes and events.


Daniela Marini
Senior Consultant

Telephone: 02920 772998

Career History:

Daniela has over 20 years’ experience in SSAS and SIPP administration and consultancy. She previously worked for NPI Trustee Services Limited and AMP Pension Trustees, before being appointed to the role of SSAS Manager at Premier Pension Services.

Role at Alltrust:

Daniela has been at Alltrust since its start and has excellent technical and organisational abilities. With considerable experience in dealing with all varied requirements of Self Invested Pensions Daniela is responsible for a varied portfolio of clients, primarily dealing with Financial Advisers and other professional contacts.

In My Spare Time:

I am learning a second language and love to travel!

Samantha Broughton
Consultant

Telephone: 02920 772987

Career History:

Following ten years within the civil service at HMRC, initially providing VAT advice and guidance in the customer contact centre to lastly working as an Intelligence Officer dealing with VAT applications, Sam has managed to gain a wide range of customer service and technical skills.

Role at Alltrust:

Working part time (3 days a week) looking after a portfolio of SIPP and SSAS clients.

In My Spare Time:

Spending free time with family and friends at my holiday home in Carmarthen Bay, enjoying the outdoors, boating, walking and generally just relaxing!

Alan Brook
Consultant

Telephone: 02920 772978

Career History:

Alan joined Alltrust straight from university and having spent some time during the previous two years doing summer placements for us.

Role at Alltrust:

Since joining Alltrust in September 2015 Alan has progressed to have his own portfolio of SIPP and SSAS clients. Alan is also studying actuarial exams.

In My Spare Time:

I enjoy the outdoors and spending time with friends. I am also a Scout leader at 1st Wentwood.

Paul Longstaff
Consultant

Telephone: 02920 772982

Career History:

On completing his BSc Honours, Paul worked for Firstsource and Lloyds Banking Group before joining the Alltrust Team.

Role at Alltrust:

Currently dealing with a broad portfolio consisting of SIPP’s & SSAS’s, with a mixture of holdings including investment portfolios, share purchases, loans and commercial property.

In My Spare Time:

In my spare time I attend live music events and am also an avid vinyl record collector.

Tom Fletcher
Consultant

Telephone: 02920 772990

Career History:

Since completing my BSc honours degree I have worked as a claims co-ordinator at Leo, Abse & Cohen Solicitors and a redress case handler for Lloyds Banking Group where I have amassed both administrative and customer service experience.

Role at Alltrust:

Currently dealing with a broad portfolio consisting of SIPP’s & SSAS’s, with a mixture of holdings including investment portfolios, share purchases, loans and commercial property.

In My Spare Time:

I run a 5-a-side football team who compete twice a week in a local football league. I also enjoy playing tennis, squash & golf regularly with friends and compete at an amateur level.

Stella Symons
Consultant

Telephone: 02920 772986

Career History:

Stella joined Alltrust in July 2017 following a number of years in financial services industry in various roles from complaint handling and customer support to sales. She has over 15 years’ experience of the pensions industry and has developed valuable knowledge in customer service in addition to communication and technical skills.

Role at Alltrust:

Currently dealing with a broad portfolio consisting of SIPP’s & SSAS’s, with a mixture of holdings including Investment Portfolios, Share Purchases, Loans and Commercial Property.

In My Spare Time:

I am a member of a very sociable local running club and am a run leader for a beginners group. I particularly enjoy cross country runs. I also like gardening, DIY and socialising with family and friends.

Ffion Davies
Consultant

Telephone: 02920 772985

Career History:

Since leaving school, I spent 2 years working in financial services at Lloyds banking group before joining Alltrust in 2017.

Role at Alltrust:

Since joining Alltrust in July 2017 I have progressed to my own portfolio of SIPP and SSAS clients.

In My Spare Time:

I enjoy socialising on weekends, festivals and yoga.

Tracey Davies
Consultant

Telephone: 02920 772992

Career History:

Tracey joined Alltrust following 30 years in Financial Services, with over 20 years in the Pensions Industry. Starting at Sun Alliance Life & Pensions, followed by a short time with Heath Consulting Financial Advisers before moving onto NPI, where she gained experience in all aspects of senior pension and technical administration.

Role at Alltrust:

Tracey joined Alltrust in October 2017 and is currently dealing with a broad portfolio of SIPP’s and SSAS’s, with various holdings including Investment Portfolios, Loans and Commercial Property.

In My Spare Time:

I spend a lot of time with family, getting out and about, walking my dog and enjoy eating out and holidays in the sun!

Darren Hill
Consultant

Telephone: 02920 772987

Career History:

I joined Alltrust in 2017 having spent over 20 years in the pensions industry, successfully holding roles including senior pension’s administrator, team leader and project manager. My experience has been gained working in life offices, third party administration companies and on in-house pension schemes for three FTSE100 listed companies. Within these roles and organisations, I have communicated and liaised with individuals at all levels, including scheme members from shop floor workers through to directors and chief executives, trustees and financial advisors, covering the full range of administrative processes.

Role at Alltrust:

Currently dealing with a broad portfolio consisting of SIPP’s & SSAS’s, with a mixture of holdings including investment portfolios, share purchases, loans and commercial property.

In My Spare Time:

I enjoy spending time with my family and socialising with friends, taking walks along the beach and in the countryside. Having played football competitively in my younger years, I would be the first to admit that my best is behind me, but I still enjoy playing 5 a side socially and am slowly getting back into cycling. I coach a junior team at Llantwit Fardre ACF, having guided a team of under 8s through to under 18s with some players going on to represent the club at senior level.

Michelle Moreland
Consultant

Telephone: 02920 772979

Career History:

Michelle joined Alltrust in 2018 following a 15 years in financial services and pension’s industry. In the early part of her career Michelle spent 9 years in pension’s administration where she gained valuable knowledge in the pensions industry and developed customer service, communication and technical skills. More recently Michelle took on the role of quality assurance executive, compliance monitoring and training & development officer for teams throughout the UK and globally at Britain’s largest banking group.

Role at Alltrust:

Michelle is responsible for dealing with a broad portfolio consisting of SIPP’s and SASS’s, developing her knowledge and gaining experience of Self Invested Pensions.

In My Spare Time:

I enjoy being a Mummy to my little boy, entertaining at home, teaching fitness classes, family holidays in the sunshine, and above all a glass of bubbles.

Dave Withey
Consultant

Telephone: 02920 772993

Career History:

David joined Alltrust with over 18 years in financial services, with the majority of that time in a senior pension’s administration role. He has over 11 years’ experience of the pensions industry with NPI, followed by over 7 years in various claims assessment roles with Barclays Bank and Lloyds Banking Group and a short period providing mortgage advice with Halifax Bank. During this time he has developed valuable knowledge of the financial industry and customer service as a whole.

Role at Alltrust:

Since joining Alltrust in March 2018 David has been given a portfolio of SIPP and SSAS clients. He is also keen to develop his financial knowledge further through study in the near future.

In My Spare Time:

I am a keen ‘caravanner’ and enjoy spending as much time as possible outdoors (when the British weather permits it) with family and friends through cycling, walking, fishing, kayaking and BBQing.

Jane Martin
Consultant

Telephone: 02920 772995

Career History:

Jane joined Alltrust in May 2018. She has 30 years pensions administration experience. She previously worked for Sun Alliance, NPI and LV.

Role at Alltrust:

Using my pensions knowledge and customer service experience to administer a broad portfolio consisting of SSAS’ and SIPPs with a mixture of holdings.

In My Spare Time:

I enjoy spending time with my family and friends, eating out, movies, reading and walking.

Michelle Pennington
Consultant

Telephone: 02920 772991

Career History:

Michelle is a new member of the team joining Alltrust in June 2018 with previous experience in financial services as a pension’s consultant. Prior to this Michelle started her working life as a mobile communications network engineer. She took a career break to raise her family and returned back to work to teach primary school children, then moving on to a consultants role within the pensions and financial sector. Michelle has extensive experience in customer service in addition to communication and technical skills.

Role at Alltrust:

Dealing with a portfolios consisting of SIPP’s & SSAS’s, with a mixture of holdings including Investment Portfolios, Share Purchases, Loans and Commercial Property. Michelle is continuing to gain professional qualifications to extend her pensions and investment knowledge.

In My Spare Time:

Michelle attends the gym regularly and loves the cinema and theatre. She has a passion for upcycling old antique pine furniture. She also enjoys spending time with my family and friends.