Kath McKenna

Kath McKenna APFS – Client Services Manager After leaving school with three A-Levels, Kath started her career in general insurance before moving into financial services. Here she has taken many roles, ranging from Trainee Client Support Administrator to Paraplanning Manager, as well as People and Operational Management. She is chartered and an Associate of the […]

Grace Shimwell

Grace Shimwell Client Services Grace has worked within financial services since 2012 and joined BBT in 2018. Grace works within the Online Processing element of Client Services. Grace lives with her daughter and any spare time is spent walking in the Peak District and driving her daughter around to cycling events.

Louisa Forgione

Louisa Forgione Client Services Louisa has worked in financial services since 2007 and joined BBT in 2018 to work as part of our Client Services team.In Louisa’s spare time she enjoys walking and baking.

Lydia Gill

Lydia Gill Client Services Lydia joined BBT Group in 2021 and works as part of the Client Services team. She would like to eventually progress into the Paraplanning department. In her spare time, Lydia loves spending time with family and friends. She also likes going to the gym and travelling.

Matthew Marples

Matthew Marples Client Services Matt is a History graduate and has been with BBT Group for since 2018. He started as a Trainee Administrator and have since become a senior member of the team. He also helps manage the IT systems in the office. Outside of work, Matt enjoys spending time with his partner, going […]

Matthew Woodhead

Matthew Woodhead Client Services Matthew started his career in financial services in 2018 when he joined BBT as an apprentice. In addition to his work in Client Services, Matthew works in the IT Support team, getting involved with any technology projects that arise. His goal is firstly to work towards becoming a successful Paraplanner, and […]

Melanie Shenton

Melanie Shenton Personal Assistant Mel has worked at BBT since January 2019 as a Personal Assistant, which is a role she thoroughly enjoys. She is from a recruitment background specialising in Education, Health and Social Care. In her spare time Mel makes wax melts and also enjoys spending time with friends and family.

Mollie Griffiths

Mollie Griffiths Client Services Mollie graduated from the University of Leeds with a first-class degree in Psychology. She joined BBT in 2021 and is currently studying towards her Diploma with an aim to be a Financial Planner one day. In her spare time, Mollie enjoys going to the gym.

Victoria Parkin

Victoria Parkin Client Services Victoria has a strong background in financial services having previously worked as a Paraplanner, and she is level 4 qualified. Victoria joined BBT in 2018 and works as a senior member of the Online Processing element of Client Services, which produces client reports and processes their applications.

Emily Lister

Emily Lister Personal Assistant Emily joined BBT in September 2018 as a Personal Assistant which she loves; it’s a varied roll and she really enjoys the interaction with clients. Emily is from an insurance background and previously worked for NFU Mutual for 10 years. In her spare time Emily enjoys spending time with her family […]