Natalie Casement

Natalie joined Boal and Co in 2017 bringing 10 years’ financial accounting experience.

Natalie provides administration and trusteeship services to an extensive Isle of Man and international personal pensions client base. 

Specialising in self-invested personal pensions (SIPP) and small, self-administered schemes (SSAS) her role involves working closely with clients and their advisers to understand specific requirements and building tailored pensions to meet their needs. She is responsible for setting up pension schemes, organising trustee meetings, processing withdrawals, transfers, death claims, investments and contribution payments.

Natalie has significant experience of bespoke schemes and their regulatory requirements, having initially worked in the scheme accounting team for nine years where she was responsible for preparing and managing the accounts and financial statements for Boal’s personal pension schemes.

Natalie is a qualified bookkeeper and a member of the International Association of Bookkeepers (IAB).

In their spare time

Natalie enjoys spending quality time with her family and young daughter and exploring the outdoors with her two small dogs.