WHO WE ARE

A DIFFERENT CLASS OF PROVIDER

Fedelta is a different class of financial service provider focused on delivering peace of mind and a trusted relationship to our domestic and international clients.

With a management team who are specialists in their respective fields and the experience to offer constructive insight and ideas, our services are provided with genuine added value.
  • What makes us different

    Our staff are integral to what we do. We do not manufacture or sell goods, we sell the expertise, experience and time of our staff.  This is why our staff, as you will see as you browse, are so prominent on our website. We have tried to ensure that our website reflects who we are as people and what you can expect of us as a company without having to spell it out. We are different and we hope that you will enjoy visiting our website and perhaps also enjoy visiting our office to meet us in person in the near future.

     

    Steven Quirk

    Director

  • PUTTING CUSTOMERS FIRST

    At the core of our business is the desire to put the customer first, with the emphasis on providing all clients with individual service, tailoring our services to meet their needs, rather than simply providing them with a product.

    As such, we have built long standing relationships with our clients, some which have been in place for more than a quarter of a century.

    As a Company, we ensure that staff are given the tools to achieve this, actively encouraging professional development, and ensuring that we keep up to date with changes to regulations in all relevant jurisdictions.  

    To us, ‘Know Your Customer’ is not just a compliance function, rather a way of doing business.

    Andrew Paul

    Technical Manager

ABOUT FEDELTA

PROVIDING YOU WITH PEACE OF MIND

Fedelta is independent and wholly owned by its management team. We have a direct interest in the quality of our service and are free to manage our clients’ affairs in their best interests.

Situated in the Isle of Man, Fedelta has been providing financial services for over 25 years and is regulated by the Financial Services Authority.

Whatever your needs, be they business support, exempt fund administration, pension planning, providing for existing and future generations or UK property investment, Fedelta will provide you with peace of mind in a secure and regulated environment.

Meet the team

The Fedelta Group

Dino Rizzo

Assistant - Support Services

As an office assistant for Fedelta, I greet our clients and provide a friendly smile to all those whom I meet. Working for Fedelta provides me the opportunities to meet some fantastic people and every day is different. I represent the company every day when undertaking bank runs, delivering important documents to our partners and providers and it makes me proud being trusted with these tasks. 

Originally from Italy, I moved to the Island in 2002 to improve my English, make lasting friends and find a role working for a company which looks after its staff like a family. Working for Fedelta I have been lucky to find all of that and more. 

Ragnar Zietsman

Administrator – Client Services

Having previously worked as a financial planner as well as a Business Consultant In South Africa I have developed a passion for helping clients reach their financial goals. After 10 years in the financial services industry I moved to the Isle of Man where Fedelta took me under their wing and I am extremely fortunate and privileged to have experienced professionals as mentors.

I am a qualified Financial Planner having qualified through INSETA in Wealth Management and my next goal is to achieve my STEP qualification to broaden my skills set.

In my spare time I enjoy running and gym but my main passion is Jiu Jitsu where I train, compete and coach for the Islands Gracie Barra team.

Mark Rivers

Manager - Compliance

Whenever I say “compliance” when people ask me what I do for a job, it is usually followed by a blank stare, a glazing of the eyeballs and stifled yawn or the response “is that Health and safety?” 

I appreciate that while Compliance isn’t the raciest of subjects within the commercial world, I would argue that brake pad manufacturers are probably also not held in very high regard within the motorsport industry until your multimillion pound racing car can’t negotiate a tight corner or change track and succumbs to the forces of physics at great expense all because you didn’t see the need for something that might hold you back or slow your progress.

Basically put, compliance is the management of risk and is there to help you negotiate the twists and turns of the regulatory route ahead and allow you to focus on reaching your goals without any nasty surprises or bumps in the road.

Here at Fedelta we operate to the highest ethical and regulatory standards required of licence holders on the Isle of Man. This isn’t so that we can put the brakes on what our clients wants to do, but allows us to provide all stakeholders in our business with the confidence that we will act with the upmost integrity, skill, care and diligence in every aspect of our business relationship. 

The regulatory landscape is constantly changing and it’s within my role as Compliance Officer to ensure that the Directors, staff and clients of Fedelta are aware of the “rules of the road” to allow them to navigate the course ahead and avoid any pitfalls that may come their way.

Steven Quirk

Director

My role is primarily focused in client services and entails the management of a range of business areas that are fundamental to the provision of fiduciary services, such as accountancy, administration, investment, legal and tax.

Whilst the traditional role of a fiduciary is essentially the same, ever-increasing regulation, transparency and taxation initiatives have added further complexity to an already complex area of practice.  This has required the expansion of my role into business risk management and to my involvement in overseeing our response to local initiatives such as the Isle of Man Beneficial Ownership Act; national initiatives such as the UK Trust Register, the UK ‘Requirement to Correct’ and ‘Enablers’ legislation as well as multi-national initiatives such as US FATCA, UK CDOT, the Common Reporting Standard and the EU General Data Protection Regulation.

I have worked in the financial services industry for over 25 years; I am a member of the Society of Trust and Estate Practitioners and I have completed the Diploma in International Trust Management with Distinction

 

 

Joan Blake

Relationship Manager - Client Services

I joined Fedelta in June 2008 and I am responsible for the day-to-day administration of client structures. With over 22 years experience working in the financial services industry in the Isle of Man, I bring a wealth of experience to Fedelta, having regular contact with my clients and ensuring all their requirements are dealt with professionally and with attention to detail.

I successfully completed a Bachelor of Laws (Honours) with the Open University and hold the Offshore Centres Certificate of Trust & Company Administration.

Originally from the North East of England, I have lived and worked in a variety of countries overseas. Outside of work, I am particularly interested in astronomy, the great outdoors and enjoy cooking for friends and family.

Carolyn Carroon

Pensions Executive

I am Manx born and educated and spent the first 21 years of my career working in the Isle of Man Banking sector.  My banking experience means that I have an extensive knowledge of bank KYC requirements and account opening processes.  These skills have proved useful in my current role where I am responsible for the maintenance and opening of bank & investment accounts and dealing with all types of payments from pension scheme bank accounts.  I also get involved in the formation of new pension schemes and various aspects of administration and compliance.

A high proportion of the Island’s prominent residents have pension schemes with Fedelta and, as a result of my previous relationship roles with major retail and private banks, many of these clients were already known to me when I joined the company.  It has therefore been nice to renew acquaintances and continue to work with these people in a different capacity.

Nigel Callin

Managing Director

I am Manx born and returned to the Island following completion of my studies in Business and Finance at Newcastle-upon-Tyne.  I started working in pensions in 1985 and I am now the longest serving professional in the Isle of Man self-administered pensions industry.  I have always specialised in the management of high value SSAS and SIPPS and I particularly enjoy working with entrepreneurs who utilise their own skills and knowledge in the management of their pension funds rather than passing the funds to faceless insurance companies.  I believe an in-depth knowledge of pension legislation and regulations is the key to understanding what is possible and getting the best out of a tax advantaged pension scheme.  When it comes to the management of Fedelta’s pension services, the buck stops with me; but I am fortunate to be surrounded by an outstanding team of people that make my job a lot easier than it should be.

André Lemon

Senior Pensions Executive

I joined Fedelta Pensions Limited in 2012 when I returned to the Island following a seven year stay in Manchester.  I enjoy acquiring new knowledge and I have had the opportunity to gain an in-depth understanding of all aspects of pension management.  This ranges from establishing schemes and receiving contributions and transfers to the calculation and payment of benefits on retirement or death, and everything that happens in between. 

My previous post-graduate and under-graduate level studies in Law leaves me well placed to undertake the more technical aspects of the business, such as the drafting of deeds, minutes and indemnities.  I also take responsibility for property transactions, including checking the content of leases and contracts as well as the ongoing management of property investments.  Property transactions are often time sensitive and we pride ourselves in being thorough and swift.

Kevin Murphy

Manager - Client Accounts

As the manager of our client accounts, I am responsible for all areas of Fedelta Trusts financial statements, IOM and UK tax returns.

I have worked within the financial sector for 27 years, 16 of which with Fedelta Trust Limited. I qualified as a member of the Association of Chartered Certified Accountants in 2001 and advanced to fellowship status in 2006.

Elaine Watterson

Assistant - Compliance

As a Compliance assistant, it is my job to support Mark Rivers, our Compliance Manager, in all of the firms regulatory compliance matters. These include our GDPR requirements, ensuring new business and client activity follows our KYC procedures along with helping to ensure the on boarding process with the business in a smooth but compliant manner.

Dave Brew

Director

I started working with the directors of Fedelta in 1987, in the trust and corporate department of a large banking and investment plc. My expertise is broadly based but with a specialised knowledge of trading company support services, property holding structures and tax planning vehicles for sports personalities, entertainers, and high-profile individuals.

I was appointed as a Director of Fedelta Trust Limited in December 2014 with primary responsibility for client liaison, overseeing the team of client administrators and bedding in new client structures.

I am a member of the Society of Trust and Estate Practitioners.

 

Michael Shimmin

Chairman

What does my job involve? You might find it strange that for me the answer is “I help people”. I help our clients and their spouses and children, I help our staff to help our clients, and I help other professionals to help their clients. I help families preserve their wealth so that it is retained for future generations, I am there to assist them during good times and support them in times of difficulty. We believe that long term relationships are essential if we are to be best positioned to serve our clients and I hope I have contributed to Fedelta developing that ethos. The best thing about having a job that involves helping people is that it is immensely fulfilling. 

Kate Cowley

Administrator - Client Services

With the help and guidance of a great and encouraging team, I support the administrators by performing duties for client entities, from bookkeeping and correspondence to statutory matters, all tailored to meet individual client needs. 

Fedelta has given me the opportunity to study towards my STEP qualifications which along with the expertise of Fedelta directors have given me greater knowledge with Trust and Company practice and abled me to help provide the service our clients deserve.

Louise Haynes

Pensions Manager

Originally from Wilmslow in Cheshire, my husband and I moved to the Isle of Man in 2003. We had always wanted to visit the Isle of Man as my husband was into motorbikes, walking and fishing but we had never made it.  I then found a job which brought us over and we’ve never looked back. 

I have worked in pensions since 1997 dealing with members and employers at all levels. I moved to Fedelta Pensions Ltd in 2008 and as Pensions Manager I now mainly deal with the management of SIPPS for high net worth individuals but I also have overall responsibility for the administration of our international corporate schemes. No two days are the same but we strive to offer an exceptional level of service in everything we do.

Gill Lowey

Receptionist - Support Services

As the receptionist for Fedelta, it is my job to greet people as they come into our office and make sure they are welcomed and looked after during their visit. The best part of the job is getting to know our clients over the years and seeing them return to the office, happy in the knowledge that the team at Fedelta go above and beyond to help them.

While other aspects of my job include filing and being on hand to lend support for things like printing and organising meeting rooms, my favourite part of the job is greeting everyone with a smile. 

 

 

Liz Colquitt

Internal Accounts Assistant

My role with Fedelta is to support the Finance Director in invoicing, billing and account reconciliation. The role was previously undertaken by someone who recently retired, having worked for Fedelta just short of 20 years! Thankfully I got some time with her before she left for her to pass on some of her knowledge and experience.  

Having worked for a very large company with 100’s of employees, it has been a very nice change to move to Fedelta. Everyone supports each other here and it really is like a family. Nothing is ever too much trouble and I have been made to feel very welcome. I am enjoying the variety of the role and with all the new challenges, I am learning something new every day. 

David Kelly

Relationship Manager - Client Services

I have worked at Fedelta for a number of years in my role as a Client Relationship Manager.

My role requires an understanding of the intricacies of trust administration, the legal framework and the duties of a trustee while making every effort to accommodate the wishes of the settlor(s) and to put in place appropriate measures to meet the needs of beneficiaries. In the majority of cases this requires the use of corporate structures; these can be companies incorporated in the Isle of Man or overseas. There are differing statutory requirements to understand which are typically jurisdiction specific. In all cases an understanding of directors’ duties and statutory regulations are required.

Fedelta’s directors encourage their administrators to be involved in every aspect of the client relationship, actively working with their administrators to understand the mind set of trustees’ or directors’ when discharging fiduciary duties. I feel that ethos enhances my ability to converse with the appropriate parties on any given task.

The aspect I enjoy the most in my role is building and maintaining client relationships, which ultimately benefit from the familiarity and understanding that develops as a result of communicating regularly with clients’ and their advisors. 

 

William Laughlin

Finance Director

I commenced my training with a firm of accountants in 1980 and then joined the other Fedelta Directors in 1982 and became office manager of a multi-national plc's international financing and investment operation.

I am a founder member of Fedelta and I am the Finance Director, with specific responsibility for all accounting functions of the Fedelta Group. I am also a member of the Institute of Management.

 

Dawn Clarke

Company Secetary

I have worked at Fedelta Pensions Limited since the company was established in 1996, being one of the founding shareholders.  Prior to that, the current managing director and I worked together for 11 years at a previous employer.  My job title is Company Secretary but I also have overall responsibility for the bookkeeping and reviewing accounts for our numerous pension schemes.  In addition, I get involved with the management of all manner of ad-hoc projects.  Over the years I have undertaken almost all jobs within the office so I am able to provide cover and assistance in any areas where there are peaks in workload.  With constantly changing legislation and an ever increasing number of clients; work life is always busy!

Chris Shimmin

Relationship Manager – Client Services

Having worked with Fedelta management team several years ago, I am very pleased to now be working for such a great Company and hope that the experience I have gained working alongside some of the wealth management industry’s most knowledgeable talent over the past 30 years will complement Fedelta’s already exceptional team.

I hold the Isle of Man certificate in Offshore Administration and also acquired the STEP diploma in International Trust Management some 10 years ago and I like to keep up-to-date with current developments.

Outside of work I’m a proud father and although I don’t compete, I run and exercise regularly and have a healthy interest in nutrition.

If you would like to know more about me I have a LinkedIn profile or you can reach me using the contact details below, I would love to hear from you!

Renz Ferrer

Junior Pensions Executive

My main responsibility is the administration of the Fedelta Master Trust pension schemes.  This includes dealing with new business, processing payments such as pension commencement lump sums, income drawdown, remnant and triviality and all related tax and reporting issues.

I also assist the pensions team with the administration of the portfolio of bespoke SIPPS.  Coming from a master trust background, it has been eye opening seeing the different aspects and how much broader the business can be and my knowledge is expanding rapidly.

My whole family moved to the IOM 2005 so I have lived here most of my life. Outside of the office my main interest is taekwondo and I am a black belt.  I have been a member of the local club for over 7 years, regularly participate at competitions in and out of the UK and I enjoy assisting with training the younger members.

 

Andrew Paul

Technical Manager

I joined the Pensions Team in September 2017, with responsibility for technical matters in respect of the administration of pension schemes, working closely with Louise and Nigel to ensure all pension schemes are managed in accordance with existing regulations.

My career in International Life & Pensions spans more than 19 years, 15 of which were with a large Insurance & Pensions Company on the Isle of Man, where I was responsible for Investment Governance, Technical and Tax queries, as well as responsibility for project management in respect of new business, systems and product development.

I am a graduate of Cardiff University and hold the CII Financial Planning Certificate.

When not in the office I enjoy football and cricket and I am a Life Member of a local Football Club, having held various positions on the playing and non-playing side over the years.

Rhys Moore

Administrator - Client Services

I have been working in the industry for over five years now and over that time I have had the pleasure of developing relations with people from all around the world, dealing in a wide range of industries and assets. I enjoy getting to know my clients, developing friendly and long-lasting relationships which I feel helps make the business run more smoothly, giving the client the confidence that they know they’re getting the service they want.

I am currently undertaking further studies which I believe will allow me to develop my skill set and offer a wider range of knowledge and service.

Outside of work, I enjoy most sports but compete at Archery and have had the pleasure of shooting on the international stage on several occasions. My family are farmers and this still occupies much of my spare time through out the year.

Glenn Blevins

Manager - Business Development

My role at Fedelta is predominantly to source new avenues of business and maintain existing relationships. I am in somewhat of a fortunate position as we do not have a rigid rulebook on what avenues we can and can’t explore. Primarily we are a financial services company which gives us the flexibility to discuss a broad range of solutions for prospective clients in addition to the fundamental elements of our business.

One of the most enjoyable aspects of my role is to get out there and meet clients and contacts face to face. There is so much more to achieve by shaking someone’s hand and getting to know them on a personal level. Recently I have travelled on numerous occasions to the UK, Dubai, Kuwait and even as far as Hong Kong where I have encountered differing cultures but have been made to feel extremely welcome by everyone I met. We are continually adding to our expanding list of contacts in multiple jurisdictions and I am excited at the prospect of meeting more wonderful people wherever this role takes me.

I am a qualified trust and estate practitioner and began my career within the Isle of Man’s financial sector in 1994. I have held a number of varying roles and feel that my experience coupled with Fedelta’s in-house expertise stands me in good stead to be able to discuss all manner of client circumstances and suggest suitable solutions to meet their needs. I gain significant confidence when talking to new contacts by the fantastic team that I have around me at Fedelta and have no hesitation in recommending our services wherever I go.

Steph Prince

Relationship Manager - Client Services

Having worked in the TCSP field for more than 25 years and with Fedelta since 2001, I have a vast knowledge of various types of structures from property holding and investment, yacht management and international trading companies.  My work also includes working with various types of Trust structure to include, but not limited to, discretionary trusts, employee benefit trusts, life interest trusts and purpose trusts. As a result of many years in the industry, I am able to provide assistance and guidance to junior members of staff and clients alike and have the ability to manage a number of complex structures for a large number of high net worth international clients.

Outside of the office I am the Secretary of the Manx Triathlon Club, undertaking secretarial duties to the committee and event organisation.

Samantha McShane

Administrator - Client Services

It is so difficult to write about yourself, but I'll give this my best shot. I recently joined Fedelta after working around Europe in the promotional sector. Having grown up on the Isle of Man and at a time in my life now where I am excited to start down a career path, Fedelta has been the perfect fit for me. I have been welcomed by such a friendly group of people. There is a great mix of younger team members and older colleagues who have been with the business for many years and who are keen to share their experiences with me and help me grow my professional self. 

The role I am performing within Fedelta is a mix of admin and working with the accountancy side of the business. I am excited to be a part of a business that has been going for so many years (before I was even born!) and I am enjoying helping our clients where I can and learning more about the corporate sector. 

Alison Collister

Accountant - Client Accounts

I have been with Fedelta for over 10 years and work closely with the Client Accounts Manager. 

As a member of the International Association of Accounting Professionals, a Fellow of the International Association of Bookkeepers and ACCA Certified as an Accounting Technician, I have gained experience in all areas of accounting. My role within the group is preparing Company and Trust Financial Statements, completion of VAT and Tax Returns and assisting with any bookkeeping issues.

Adam Jones

Client Accountant

As part of the team at Fedelta Pensions, my role is preparing the financial statements and day to day book keeping of the pensions schemes. I pride myself on my attention to detail and I am always looking for ways to improve our procedures so we can continue our reputation of being the best at what we do. Outside of the office, I enjoy spending time at the gym or helping out with local sporting and charity events. 

Frank Perry

Managing Director

My primary role is to build relationships with existing and potential new clients. I feel quite privileged in my work in that whilst my clients have kindly entrusted me in assisting them in the management of their wealth (and this in itself is a big step for anyone), many of them have also become good friends; without my work I would never have been fortunate in meeting them, so, why shouldn’t I enjoy my ‘work’! . My clients know that I take my job extremely seriously but at the same time I am always conscious of the human element – all people are different and where wealth management is concerned everyone has different ideas and aspirations and my understanding of this, I think, helps me build the relationships I have with my clients.

Predominantly, I assist Middle Eastern high net worth individuals and their families with the creation of the most effective holding structures, particularly for their UK real estate assets. I work on behalf of clients who have specific or diversified commercial or residential property portfolios, including various forms of buy-to-let accommodation, including student property and more specialist investment sectors such as the care home industry. When assisting clients my priority is to try to help in protecting their assets whilst also giving consideration to inheritance solutions; in this day and age many families have built up vast amounts of wealth and it is imperative that thought is given as to how this wealth is to be passed down to the next generation.

For those of you wishing to know a little more about my qualifications, I am a Master of Business Administration and a member of STEP.

Please feel free to pick up the phone and speak with me, I am always happy to try and help.