Stephen Gilligan
Business Development Manager SIPP Provider●SSAS Provider●Investments●Retirement●Property●Pensions●UK at Yorsipp Limited- Claim this Profile
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Stewart Dick
Stephen is an excellent business development manager and someone I'd be happy to recommend. He has a professional and personable approach, combined with strong pensions knowledge and a real desire to deliver a great service, and I'd be delighted to work with him again if the opportunity arose.
Stewart Dick
Stephen is an excellent business development manager and someone I'd be happy to recommend. He has a professional and personable approach, combined with strong pensions knowledge and a real desire to deliver a great service, and I'd be delighted to work with him again if the opportunity arose.
Stewart Dick
Stephen is an excellent business development manager and someone I'd be happy to recommend. He has a professional and personable approach, combined with strong pensions knowledge and a real desire to deliver a great service, and I'd be delighted to work with him again if the opportunity arose.
Stewart Dick
Stephen is an excellent business development manager and someone I'd be happy to recommend. He has a professional and personable approach, combined with strong pensions knowledge and a real desire to deliver a great service, and I'd be delighted to work with him again if the opportunity arose.
Experience
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Yorsipp Limited
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United Kingdom
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Financial Services
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1 - 100 Employee
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Business Development Manager SIPP Provider●SSAS Provider●Investments●Retirement●Property●Pensions●UK
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2014 - Present
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 www.yorsipp.com ✉ stephen.gilligan@yorsipp.com ☎ 07500957520 ☎ 0141 772 3365 Show less
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Hornbuckle
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Financial Services
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1 - 100 Employee
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Trustee Consultant
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Dec 2012 - Jul 2014
As a Trustee Consultant I work closely with our distribution partners, providing strategic relationship support to help them grow their retirement business through the delivery of retirement, tax and investments expertise. This includes delivering technical pension expertise for our self-investment solutions, applying a deep knowledge of the retirement market. I also provide support through structured training workshops and seminars.
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National Accounts Consultant
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Jan 2012 - Jan 2013
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Adviser Support Executive
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Aug 2010 - Jan 2012
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abrdn
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United Kingdom
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Financial Services
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700 & Above Employee
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SIPP Administrator
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1997 - 2007
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Education
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Firrhill High School
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Telford College
Community
