Meet the Intrusted Pension Team

 

A group of skilled and experienced individuals with expertise in a multitude of sectors. We created Intrusted Pension Services to reflect and present the businesses and individuals we help.

 

Our team is here to help in a multitude of ways, not only by giving advice in the products we offer, but to better help through informative marketing and to create long term professional relationships.

 

Please feel free to contact any of the team for information and help.

premal-patel
Premal Prajapati

Director

Premal graduated from the University of Leicester studying Business Management and Finance before joining Mattioli Woods Plc specialising in SIPP/SSAS administration. During his ten-year tenure at the company, he went on to represent City Trustees Ltd (a subsidiary company) who provided SIPP/SSAS services to IFA’s, Wealth Managers and other intermediaries. Premal has developed many strong relationships with professional connections across the UK and was able to successfully grow this business. His technical strength and ability to think outside the box were key attributes to his success.

In his spare time, Premal is a season ticket holder at Leicester City Football club and travels to most away games throughout the season. His highlight of supporting the Foxes was winning the Premier League back in the 2015/2016 season. He is also keen on playing several sports having played cricket at a high level. He also regularly plays tennis, squash, badminton and football.

 

Mark Smith

Director

Mark has spent his entire working life in the financial services sector and has over 25 years experience operating specifically in the SSAS market.  He has worked for small growing businesses as well as being a main Plc Board Director at Mattioli Woods plc, one of the largest SSAS operators in the UK. Here, he was responsible for the firm’s operational delivery and regulatory framework.  He has also established his own entrepreneurial financial advice group which is developing a national presence with a focus on best use of modern technology solutions to provide the highest levels of client service.  Mark is also well known for finding innovative solutions in the self administered pension arena and developing new products and structures with a focus on delivering the best client outcomes.

mark-smith
james-tapley
James Tapley

Director

Joining the pension industry in 2005, James started his financial services career with Hornbuckle Mitchell as a Client account manager. Similar to the other company directors at Intrusted Pension Services Ltd, he spent a large part of his working life with Mattioli Woods PLC, which he joined in 2007. During his 14 years at Mattioli Woods James has gained invaluable experience and performed in a number of roles, with duties fully encompassing the administration and management of SIPP, SSAS and Wealth management clients, Team management, Training & Development and Operations.

James has a real passion for delivering a truly bespoke service with exceptional client care and at a cost which is transparent and fair for clients.

 

Jamil Gokani

Client Relationship Manager

Jamil has worked with SSAS pension schemes for over 6 years having started his career as an apprentice with Mattioli Woods plc in 2016. With a vast amount of knowledge and experience Jamil excels at being able to provide high-quality service to clients.

Having previously worked with our directors, we are all aware of his passion to assist clients with achieving their retirement planning goals. Jamil is a key member of our team and is involved in the day to day running of client’s pension schemes, ensuring any needs or queries are resolved with care and attention.  

Outside of work Jamil enjoys taking his two dogs out for walks and likes to watch basketball and football from time to time.

jamil-gokani
philip-channack
Philip Channack

Consultant

Philip has been specialising in SSAS for over 40 years, both as a sole proprietor of his actuarial consultancy firm, and as a Director of his family Consultancy Limited Company, working with accountants, lawyers, IFAs and other financial professionals providing actuarial, trusteeship and practitioner services to a substantial portfolio of clients.

He has now decided to stand down from the day to day operations of these SSAS, but provides ongoing consultancy and technical support where needed in order to maintain continuity for these clients.

In his spare time, Philip enjoys playing bridge, doing word games, jigsaws and mind puzzles, as well as travelling and walking.

 

Frank Armsden

Client Relationship Manager

Starting as an apprentice at Mattioli Wood plc in June 2014, Frank has 10 years experience working with SSAS pension schemes and made the move to Intrusted Pension Services Ltd in the summer of 2023.

 

Frank has gained a wealth of knowledge during his career and specialises in multiple areas of pension administration including benefits and new business.

 

Outside of work Frank likes to play/watch football and snooker as well as spend time with friends and family.

intrusted-pensions-frank
administration
Administration

We have a growing administration team with vast experience in dealing with all aspects of pensions administration. This enables us to provide the dedicated and personalised support needed to make the most of your pension scheme. We strongly believe that every scheme should receive a one to one service and so every pension scheme will be provided with a dedicated contact.

Arrange a Call Back

 

If you have a question about pensions, ask us. Fill in the boxes below, hit "send it" and we will come back to you.

6 + 11 =

Address

Groby Lodge Offices, Slate Pit Lane,

Groby, Leicestershire, LE6 0GN

Awards & Nominations

Money Facts Awards 2024 Finalist
Niche Business Awards 2022 Best New Business
Niche Business Awards 2022 Best Small Business
Niche Business Awards 2022 Semi Finalists Best Small Business

Intrusted Pensions Limited. Company number 12554849  | Registered address: Groby Lodge Offices, Slate Pit Lane, Groby, Leicestershire. LE6 0GN 

Intrusted Limited is not authorised or registered by the FCA to provide financial advice. We are not financial or tax advisers and we strongly recommend that you obtain financial advice from an FCA registered advisor before establishing a pension scheme with us and transferring any existing pension benefits.