EVERYTHING YOU NEED TO KNOW ABOUT US
The UAP Group was born from the experiences and passion of market-leading professionals who between them have over 100 years of financial services experience.
It was identified that there was a gap within the market for a modern dynamic trust and pension company utilising the most current applications, and so The UAP Group of companies was created to develop a suite of products that would meet the needs of people of any nationality wherever they reside.
This is the key element that is applied to the products and services that we are offering, there is a solution available to everyone wherever they are located.
The UAP Group pride ourselves on our transparency and the regulatory protection that is provided to our clients, with a specialist team strategically located throughout the world to ensure that your local obligations are always taken into consideration.
Our company core values have been built on our desire to deliver the best client experience. To assist in achieving this, we have adopted forward-thinking technology that will make the journey easier and quicker whilst maintaining an exemplary level of consumer protection.
A graduate of the Institute of Directors company direction programme, he serves as chairman of the board of Guernsey Finance LBG, which is the organisation responsible for promoting Guernsey as an international finance centre. He is also a member of the CITYUK leadership council which is the industry-led body representing UK-based financial services. In addition to his thirteen years as a Non-Exec Director with Concept Group, Lyndon also holds positions with a focus on discretionary fund management, Investment reporting and advisory and private equity and is the independent trustee of the Commonwealth Parliamentary Associations Trust Funds.Lyndon Trott
Roger Berry founded Concept Group Limited, and is a qualified accountant with 40 years of fiduciary and accountancy experience specialising in pension & fiduciary solutions, co-author of the UK pension industry anti-scam guidance – PSIG and a long standing GAPP committee member. Has sat and contributed to numerous Guernsey and UK Pension Committees: the Guernsey Financial Services Commissions Retirement Annuity Trust Review Committee, the Guernsey Association of Pension Providers (GAPP), the Guernsey Income Tax Pensions Legislation Review group and has been closely involved in the development of pension regulation in Guernsey. Has attended GAPFA (Gibraltar pension industry committee). Chaired the GAPP QROPS sub-Committee and the Code of Practice QROPS Group. Speaks widely on the subject of QROPS, QNUPS and International Pensions. Directly involved in the drafting of Guernsey pension legislation and has met HMRC pension’s policy and HMT representatives to discuss QROPS. Active in combating pension scams and pension liberation including technical and full committee membership of The Pension Scams Industry Group (PSIG), the voluntary body set up to combat pension scams through the publication of good practice in due diligence. Associate member of UK industry body AMPS. Contributed to UK Government working party reviewing effectiveness of advice on DB transfers. Higher education was in the UK, but was born and brought up in Guernsey, the son of a high profile politician. Maintains interest in politics and constitutional issues. Trained with KPMG but soon moved from being an employee to an employer, becoming a Partner in a local firm of accountants with a fiduciary business. In 2004 acquired that business and the Concept Group was born. Created first personal pension multi member QROPS offering in 2006, now the template used by all main providers worldwide.Roger Berry
Rob is the Managing Director of The UAP Group and he specialises in cross border international employee benefits and trusts specifically for US persons, South Africans, UK residents and UK expatriates. Having developed a number of high profile employee benefit products over the last sixteen years in a number of international finance centres. He is also a long-standing committee member of Guernsey Association of Pension Providers (www.GAPP.gg) and also sits on the Marketing and Technical sub committees.Rob Shipman
Kevin joined Concept Group as Director of Operations in 2003 and became a shareholder in December 2016. With over 30 years’ experience working in the fiduciary industry, Kevin joined Concept from an international bank-owned trust company working in Guernsey and Jersey. He has built up a wealth of experience in the formation and administration of fiduciary structures, including pensions, and is responsible for overseeing business operations, including IT and premises management. He is a member of the International Compliance Association and holds the International Diploma in Compliance.Kevin Le Moigne
James has 12 years in the financial industry, with his roots being in investment banking structuring, fund and asset management. James comes with knowledge and understanding of the areas linked to US connected clients in Europe, European connected clients in the US and MiFID affected clients across Europe.James Floyd