Gary Bridge Email and Phone Number

Remediation and management of several blue chip pension provider’s property portfolio's held within Self Invested Personal Pension Funds in order to make HMRC compliant.• Extensive communication with high net worth individuals, clients, solicitors, IFA’s, and other professional organisations.• Co-Ordination of Property Purchases• Property Management• Weekly reporting and client governance meetings• Processing of complex property administration transactions• Lease event… Show more Remediation and management of several blue chip pension provider’s property portfolio's held within Self Invested Personal Pension Funds in order to make HMRC compliant.• Extensive communication with high net worth individuals, clients, solicitors, IFA’s, and other professional organisations.• Co-Ordination of Property Purchases• Property Management• Weekly reporting and client governance meetings• Processing of complex property administration transactions• Lease event diary management Show less

Managed portfolio of Properties for around 180 Individual Sipp clients and an additional 20 for a blue chip client's Sipp property portfolio. Responsible for all property and client account related matters from acquisition to sale using Sipp Pro database.Extensive client relationship and communication with solicitors, IFA's, banks and surveyors, drawdown and benefit teams.

Managed portfolio of commercial properties held with self invested personal pension plans for blue chip clients.Client reporting, Landlord & Tenant, property Inspection, Insurance, lease event diary management.