WBR Group, the independent provider of SSAS administration and tax advisory services, has appointed three new members to its sales team.
Charlie Dewey joins as Director of Distribution with Nick White and James Cannon joining as Business Development Consultants. They join Alan Godbeer, SSAS Sales Director who has been with the firm for 15 years and has a deep understanding of DBSSAS.
Charlie will report to David Santaney, Chief Commercial Officer at WBR, and Nick and James will report to Charlie, as will Alan.
These appointments mark a significant step in WBR Group’s ongoing commitment to delivering exceptional SSAS services and continuing to expand its market presence and coverage of the UK.
Charlie Dewey joins from the SIPP and SSAS platform specialist, Curtis Banks, having spent almost 14 years at the firm, most recently as the Head of Sales.
He brings a wealth of experience in the SSAS sector and will be instrumental in driving the growth of WBR Group’s SSAS book, ensuring that advisers and new direct clients receive the highest level of service and support.
He will work closely with Peter Collier, Director of Marketing and Brand, and Caitlin Southall who recently joined WBR Group as Head of SSAS Proposition. Charlie will be covering the Leicester and Midlands area and London.
Nick White joins from Wesleyan where he was Regional Sales Manager for Yorkshire and the Northeast. He has over 17 years’ experience and has a robust background in sales and client management.
Nick has consistently demonstrated his ability to drive growth and build strong client relationships. Prior to his tenure at Wesleyan, Nick was the Regional Sales Director at WestBridge SSAS, where he successfully expanded the firm’s market presence in the same region.
James Cannon has over 22 years’ experience in the specialist pensions sector and joins WBR from Embark Group, where he excelled as a Corporate Relationship Manager. In this capacity, he managed institutional sales and supported both new and prospective clients, showcasing his strong relationship building skills.
With a proven track record in the financial services sector, James has consistently driven growth and delivered outstanding service and previously worked at Rowanmoor. His expertise and dedication to client satisfaction will be invaluable as he takes on the role of Business Development Consultant for the Northwest of England.
Martin Tilley, COO of WBR Group, said: “The SSAS sector is still experiencing growth and transformation, and it’s crucial for us to stay ahead of the curve. By bringing on board Charlie, Nick, James, and Caitlin, we are not only enhancing our sales capabilities but also reinforcing our commitment to providing exceptional service and expertise.
“These strategic hires and our recent strategic acquisitions of Brunel Trustees and Censeo Actuarial will enable us to better serve our clients and capitalise on the opportunities within the SSAS market and wider actuarial and legal opportunities.
“We have always believed that maintaining personal connections and offering tailored, high quality support are key to navigating the complexities of the SSAS sector. Our new team members will play a pivotal role in ensuring we continue to lead the industry and deliver unparalleled value to our clients.”
Charlie Dewey, Director of Distribution at WBR, added: “The SSAS sector is still a vibrant one and such a useful planning tool for SMEs and family businesses. So, when I was looking for my next challenge, being able to be part of the growth story of WBR was too good to miss.
“I am really looking forward to continuing the excellent work undertaken by Peter and Alan, that has seen the business grow to be the largest independent SSAS administrator in the UK. To continue this growth trajectory, and be able to support advisers and direct clients, we need to build a bigger sales team and we will continue to do this with additional hires.”
