2025 SSAS Masterclasses – Unlocking Opportunities for Financial Growth

Peter Collier
Director of Marketing and Brand

Peter is Director of Marketing and Brand for WBR Group. He fell into pensions in 1997, after being invited to join the board of the company that looked after his SSAS, at the time he exited that business.

Since then, Peter has held senior roles in marketing, business development and strategy within wealth management. He was head of Marketing Strategy at the private bank, Brown Shipley from 2002 to 2012. As Business Development Director at Hurley Partners (latterly Mattioli Woods), Peter was responsible for intermediary and direct sales as well as working on significant corporate projects.

Being a SSAS client for over 30 years, Peter is fully conversant with the product’s benefits and operation. In his time in wealth management he was a regulated adviser and a member of the Securities Institute. He qualified as a Chartered Accountant ‘a long while ago’ and is therefore an FCA.

In his spare time Peter and his wife Melanie look after their small-holding, various animals and orchards, as well as acting as a chauffeur to his daughter! He is a lifelong Spurs supporter and also an avid golf & cricket watcher, and sometimes player.

Caitlin Southall
Head of SSAS Proposition

Caitlin is Head of SSAS Proposition at WBR SSAS.

Caitlin started her career at Suffolk Life in the SIPP commercial property team, in a joint administrative and technical role, before qualifying as a Commercial Property Paralegal. Caitlin managed a large team responsible for the acquisition and disposal of commercial property. During this time, she spent time presenting to advisers across the UK on the merits of property investment in both SIPPs and SSASs.

After nearly a decade, Caitlin moved into the world of marketing at Curtis Banks, specialising in transformation and regulatory change projects, and communications.

Prior to her role as Senior Technical Marketing Manager at Nucleus Financial, she served as a Pension Technical Manager at Curtis Banks, where she was responsible for developing and managing pension products, providing technical support, and ensuring compliance with regulatory requirements.

Caitlin is also active in thought leadership, contributing to industry discussions on topics such as the gender pension gap and pension policy reforms.

She is also known for her industry expertise on pension issues, having contributed to various industry publications and podcasts.

Outside of work, Caitlin enjoys spending time with her family and following Ipswich Town. If there’s any time left after that, she enjoys playing and watching both cricket and golf.

Matthew Evans
Executive Director

Matthew is the Executive Director responsible for growing the tax business, linked strategic relationships and our “Blue Room” creative thinking.

Matthew’s career, started with a Big 4 accountancy firm eventually ran the Tax Consulting team at EY before moving to a leading tax boutique, working with successful entrepreneurs and family businesses.

After EY, his own tax business grew into a wider remit with a Wealth management division, and after exiting Matthew eventually returned to tax permanently, becoming a Partner at RSM where he led the East Midlands Private Client Services practice.

Away from WBR, Matthew likes to keep active.  An ex-Rugby player who also swam the English Channel as part of a relay team, he now prefers swinging a golf club.

David Downie
Chief Actuarial Officer

David left the sunny shores of Trinidad on a scholarship to pursue his education in the UK. He qualified as a Fellow of the Institute and Faculty of Actuaries and has accrued over 30 years of experience in Pensions & Actuarial Consultancy and holds the Scheme Actuary certificate.

A pioneer, he developed the defined benefit small self-administered scheme and designed and created WBR’s DB SSAS which has proved a very successful alternative to a traditional SSAS given the right circumstances. David also gives time to many pension and actuarial industry committees and working parties. He advises Trustee Boards of larger corporate pension schemes and funeral plan trusts and assists solicitors when pension splitting on divorce is required, including providing independent expert reports for the courts.

David continues to support the Soca-Warriors the T&T national football team and with his wife has set up a small Christian charity – Advent Worldwide – to provide financial help with gifts of love and compassion to individuals and for ministry training.

Charlie Dewey
Director of Distribution

Charlie Dewey is WBR Group’s Director of Distribution bringing extensive experience to the business, where he will oversee the distribution of our financial solutions. In addition to his role on the firms Executive Committee and managing the SSAS sales team, he also has an important role in business development across both the East & West Midlands and London.

He is focused on building long-term relationships and delivering tailored solutions and aims to help maintain WBR Group’s reputation in the industry. In particular his passion is assisting SMEs, clients, and IFAs in structuring pension solutions that align with investment strategies and retirement planning. With extensive experience, Charlie works closely with law firms, tax advisory services, actuarial firms, national IFA firms, and intermediaries to deliver tailored financial solutions.

Outside of his professional life, Charlie enjoys spending time with his family and engaging in a variety of outdoor activities and is the Captain of Kibworth Golf Club for 2025.