Meet the Fortress Team


Our Directors

 

Andrew Ash TEP, ACIB

Andrew Ash TEP, ACIB

Managing Director

Andrew joined as Managing Director in March 2016 to strengthen the executive board of Fortress. Andrew is based in the Isle of Man and has over 35 years’ experience in trust, tax and corporate administration in the UK and internationally.

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Andy Lee Cert PFS

Andy Lee Cert PFS

Marketing Director

Andy has over 30 years experience in the UK and offshore marketplace. He is based in the UK and his experience has been gained from working for 3 major banks, an International Insurance Company, and 2 tax and trust planning advisory businesses.

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Edward Bennett LL.B.(Hons) TEP

Edward Bennett LL.B.(Hons) TEP

Director

Edward graduated in 2000 from the University of London with a law degree and after completing the Legal Practice Course Diploma and a two year training contract, was admitted as an English Solicitor in 2004. Since then he had worked in private practice undertaking residential and commercial conveyancing until he moved to the Isle of Man in 2006.

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Roger Bennett LL.B.(Hons)

Roger Bennett LL.B.(Hons)

Founder and Non-Executive Director

Roger obtained his honours LL.B law degree from the University of London in 1974. Thereafter he started his career with Lloyds Bank Plc. in London gaining substantial experience in company administration, tax planning, trusts, investments and portfolio management.

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David Turner F.C.A.

David Turner F.C.A.

Non-Executive Director

David graduated from the London School of Economics in 1976 and qualified as a chartered accountant in 1980 working for PKF (now BDO) in Sheffield. Upon qualification he returned to London to work as audit manager of 2 other major national firms before joining a West London general practice as partner in 1992.

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Scott Trimble FICA, ACol, ACSI

Scott Trimble FICA, ACol, ACSI

Non-Executive Director

Scott joined as a Non Executive Director in 2015. Scott is based in the Isle of Man and has more than 25 years’ experience working with financial firms in the Isle of Man. He ensures that regulatory requirements and customer service standards are consistently met across the business.

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    John King CTA

    John King CTA

    Director of Fortress Tax Services Limited

    John trained with HMRC joining in 1983 and leaving in 1996. During this period he was principally involved in Accounts examination and compliance. In 1996, John set up his own tax practice and in 2001 became a partner is a firm of chartered accountants handling all of the firm’s tax cases.

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      Administration and New Business Team

       

      Rachel Walshaw TEP

      Rachel Walshaw TEP

      Client Team Leader

      Rachel joined Fortress in 2011, having spent 15 years working as an administrator on the Isle of Man. She is an experienced senior company and trust administrator who is a highly motivated and enthusiastic team player with good organisational skills.

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      Tove Dahn

      Tove Dahn

      Client Team Leader

      Tove joined Fortress in 2016 as one of our Client Service Team Leaders. She has over 15 years experience working in a variety of roles within the corporate services industry, as well as a further 16 years working in a variety of administrative, secretarial and public services roles developing effectiveness across a wide range of competencies.

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      Nathan Kelly TEP

      Nathan Kelly TEP

      Senior Client Administrator

      Nathan started work at Fortress in January 2010 as a Junior Client Administrator in the Isle of Man. Since then, Nathan has developed his skills and obtained his STEP qualification in International Trust Management.

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      Lisa Mutter TEP

      Lisa Mutter TEP

      Senior Client Administrator

      Lisa has over 20 years’ experience in the offshore industry, starting in London and moving to the Isle of Man in 1997. Prior to working in the offshore industry, Lisa worked as a property administrator in Central London for high net worth property owners. She is an experienced senior company and trust administrator who seeks to provide a personable and quality service to clients.

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      Nicola Flanagan Int.Dip (AML), MICA.

      Nicola Flanagan Int.Dip (AML), MICA.

      Senior Client Administrator

      Nicola has over 25 years of experience in offshore trust and company administration and compliance. She joined the Isle of Man team at Fortress in August 2017 after having spent over 18 years with an accountancy and another Corporate Service Provider firm on the Island.

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      Lydia Hughes BSc (Hons)

      Lydia Hughes BSc (Hons)

      Junior Client Administrator

      Lydia joined the Isle of Man team in Fortress in 2016 shortly after graduating from the Isle of Man Business School. Lydia is one of our Junior Client Administrators and is currently working towards her STEP Qualification. She is a highly motivated individual with great interpersonal skills as well as being a highly organised individual.

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      Michelle Lee BA (Hons)

      Michelle Lee BA (Hons)

      Marketing Manager

      After completing a 4 year sandwich Marketing Management degree in Manchester, Michelle has over 7 years marketing experience in the financial services market both in the UK and internationally. Michelle has worked closely with Accountants, Solicitors and Financial Advisors and is well accustomed to communicating with clients.

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      Julieanne Collister

      Julieanne Collister

      New Business Assistant

      Julieanne joined Fortress in May 2016, having spent 19 years working in a major bank on the Isle of Man. She is an experienced banking administrator specialising in International and domestic payments working within a busy payments department. Julieanne works alongside the Marketing and Compliance teams to ensure smooth transition of new business.

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      Daine McCormick BA (Hons)

      Daine McCormick BA (Hons)

      Sales Support Assistant

      Daine is an experienced Sales Support Assistant with a history of working in the financial services industry. He is based in our Manchester office. He is a strong communicator with a positive approach to interacting with clients and intermediaries

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      Katie Whelan BA (Hons)

      Katie Whelan BA (Hons)

      Marketing Support

      Katie joined the Manchester team in a marketing support role in April 2017. She works alongside Andy Lee, the Marketing Director and holds a varied role undertaking various duties including; office administration, travel arrangements and liaising with clients and intermediaries.

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      Mark Slevin

      Mark Slevin

      Business Development Consultant

      Mark graduated from University College Dublin in 1972 with two honours degrees in Engineering and later studied Business Administration at the University of Durham. His first employment was with General Electric Company at their research centre in Minneapolis, Minnesota and he was subsequently promoted to manage the GE television production unit at Shannon

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      Accounts Team

       

      Matthew Kelly ACCA

      Matthew Kelly ACCA

      Head of Finance

      Matt is a member of our Accounts team and has been based in our Isle of Man office since joining Fortress in 2007. Now with almost a decade of industry experience behind him, Matt is our Senior Accounts Administrator and a full member of the Association of Chartered Certified Accountants. Matt predominantly maintains the in-house management accounts for The Fortress Group as well as being involved in the preparation of client financial statements and VAT work.

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      Michael Rumsey ATT

      Michael Rumsey ATT

      Accounts Administrator

      Michael is based in the Isle of Man and makes up part of the accounts team in our Douglas office. Michael is a member of the Association of Taxation Technicians and has over 10 years of experience in offshore taxation, having worked with “Big 4” accountancy firms, small local traders, and everything in between.

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      Les Carroll, FIAB, AIAAP

      Les Carroll, FIAB, AIAAP

      Client Accountant

      Leslie is based in the Isle of Man and is one of our Client Accountants in our Douglas office. Leslie has over 30 years’ experience in accountancy and bookkeeping and has extensive experience in the Isle of Man financial and shipping industries, specialising in producing management accounts, client accounts across an array of structures including trusts and companies and producing shipping accounts.

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      Alex Atherton

      Alex Atherton

      Accounts Administrator

      Alex joined our Accounts team as an Accounts Administrator in June 2017 and is based in our Isle of Man office. He originates from St Helens, Merseyside and moved to the Isle of Man in 2010.

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      Compliance Team

       

      Elizabeth Tracy PGCE, BA (Hons), FICA

      Elizabeth Tracy PGCE, BA (Hons), FICA

      Compliance Manager and MLRO

      Elizabeth joined Fortress in 2014 and has over 15 years’ experience in regulatory compliance for offshore financial services. Before joining Fortress she worked for two large fiduciaries and the regulatory advisory arm of one of the group four audit firms with a particular focus on anti-money laundering legislation.

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      Anthony Seeldrayers FCIS, MCMI

      Anthony Seeldrayers FCIS, MCMI

      Business Risk Leader

      Tony has over 26 years’ experience in the marketplace in the Isle of Man, which has been gained from working for a life assurance company, a fund administrator and 5 trust and company administration firms. He has previously worked for one of the largest licensed Corporate Service Providers on the island and prior to joining Fortress, he worked for a licensed fund administrator, providing the full range of company secretarial duties and acting as company secretary to a number of public funds, some of which were listed. During this time, Tony has also been responsible for all corporate governance matters, as well as keeping up to date with legislation relating to companies and funds.

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      Thabani Nyoni

      Thabani Nyoni

      Business Risk Administrator

      Thabani is a Graduate Metallurgist of the Zimbabwe School of Mines who has enjoyed an extremely successful mining career, where he held senior positions at large gold mines, in listed companies. He has worked in the regulated environment since 2001, initially with one of the UK’s largest banks based in Guernsey, Channel Islands before moving to the Isle of Man in 2003.

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      Megan Hurst

      Megan Hurst

      Junior Risk Administrator

      Megan joined Fortress in September 2017 after completing a two year course at the University College in the Isle of Man. Megan joins our Compliance and Risk department as a Junior Risk Administrator assisting our Compliance Manager, Elizabeth Tracy.

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      Business Operations and Support

       

      Beverley Walker

      Beverley Walker

      PA to Roger Bennett

      Beverley joined Fortress in 1994, when Fortress Management Services Limited was founded and is the longest serving employee. Beverley is Roger Bennett’s P.A and undertakes various duties to including; outgoing correspondence, arranging appointments, travel arrangements, answering the telephone, minute taking and generating confidential correspondence.

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