Our business and our reputation are built on the combined commitment, skills and hard work of all our staff. Find out a little more about the key people leading our team.
Eddie McGuire, Managing Director
Eddie’s career spans almost four decades of working with a number of blue-chip financial services companies, most recently as Client Services Director of AJ Bell. Before that, he was Financial Institutions Director at Jardine Lloyd Thompson and was also the founder of XPS SIPP business (previously Hazell Carr/Xafinity). Eddie is a qualified actuary with significant senior leadership experience in the pensions industry.
Stephen Lancaster, Chief Operating Officer
Steve is our Chief Operating Officer. Steve joined @sipp over a decade ago. With over two decades of finance lead experience and change across multi-continental projects, Steve is responsible for ensuring the business is aligned to deliver key results and market-leading support to our financial advisers and customers.
Prior to @sipp, Steve held a number of senior roles across multinational organisations such as Deloitte, he has been the finance lead on a $2 billion aerospace programme and managed the financial performance of a $1 billion financial transformation programme.
Kerry Houghton, Business Development Manager
Kerry has worked in the financial services industry for nearly 40 years and is highly experienced in self-administered solutions. She joined @sipp in 2022 covering the north of England. Most of her career has been spent working in SIPP and SSAS helping IFAs and clients through the complex steps. Kerry has worked for both large national firms and small local firms. She is a chartered financial planner by qualification and helps on the committee of the local PFS institute. She is a great believer in financial education and is always willing to share her technical knowledge.
Ross McNicol, Business Development Manager
Ross has been with @sipp for well over a decade and has worked across several operational aspects of the business. Throughout his time working with the company, he has acquired a wealth of experience and understanding of SIPP and SSAS products. Ross has developed close relationships with existing and new business introducers to @sipp, helping them accommodate their clients’ needs, and became our Sales Account Manager in February 2020, and a Business Development Manager supporting advisers and clients across the South-East in November 2024.
Josh Legg, Business Development Manager
With well over a decade of experience in the SIPP and SSAS industry, Josh began his career at James Hay, where he developed a strong foundation in pension administration and client services. More recently, Josh spent a decade at Curtis Banks as a Business Development Manager, specialising in providing technical assistance to financial advisers and other intermediaries, helping them navigate the complex retirement planning market. Josh’s expertise includes SIPP & SSAS, commercial property purchases and strategic relationship management.
Matt Storey, Head of Business Development
Matt joined @sipp in 2022 and is our Head of Business Development. Matt is a highly experienced industry professional having worked in Financial Services since 2006. He has spent two decades specialising in SIPP and SSAS, and prior to joining us, was a Business Development Manager for XPS covering many parts of the UK. Matt is an extremely knowledgeable SIPP and SSAS specialist, and highly adept at supporting the financial adviser community by delivering innovative solutions in the self-invested pension space. He also routinely writes in the financial press on a range of pension-industry related topics.
Joanne Wilson, Head of Legal
Joanne has joined @sipp in June 2025 to head up our in-house legal offering. She is a very experienced commercial real estate lawyer, well known in the self-invested pension market, having acted for many SIPP and SSAS providers over the years, including @sipp. Joanne brings in-depth specialist expertise to support our advisers/planners, their clients and the @sipp property team, to facilitate an efficient and cost-effective process for any acquisitions, sales, in-specie transfers between providers, property management or other property-related matters. Being dual qualified she is able to advise in relation to properties in Scotland, England and Wales.
Angela Barr, Head of Change
With over 30 years’ experience, Angela ensures our systems and processes are robust. A Lean Six Sigma and PRINCE 2 certified professional, she joined @sipp in 2013 from Aegon.
Gill Baynes, Head of SSAS
Gill joined us as Head of SSAS Trusteeship and Administration in 2016. Having entered the pensions industry in 1983 and been a specialist in SSAS since 1987, she brings vast experience. She is personally recognised by HMRC as a pensioneer trustee and a signatory for our Corporate Trustee companies.
Lee Halpin, Head of Technical Services
Lee provides pension product advice and technical support, specialising in investment permissibility under HMRC and FCA rules.
Aileen Mungin, Head of Operations
Aileen has led operations and regulatory compliance since joining over a decade ago. She oversees FCA/HMRC reporting and customer services efficiency.
Beth Riddex, Property Team Manager
Beth has over 25 years’ experience and leads property acquisitions, sales, redevelopment and process improvements.
Leeann Keenan, Pensions Manager
Leeann has worked in financial services for over 20 years and progressed through roles here at @sipp. Starting as an administrator, then Change Manager, she now leads our busy Pensions Team with Lean Six Sigma expertise.
Angela Dickie, Property Team Leader
Angela has over 25 years’ Financial Services experience gained through her previous roles within Financial Adviser firms, Corporate Banking and Employee Benefits Consultants. She has numerous professional qualifications including full FPC and CeMAP and is working towards attaining the Diploma in Financial Services. She has been with @sipp since 2016 starting as an Administrator within the Property Purchase Team then moving to the Client Services Team as Team Leader, she moved back to the Property Team as a Team Leader in March 2020.
