Waheed Ali
Waheed Ali Financial Planner Waheed is both a Fellow of the Chartered Insurance Institute (CII) and a Chartered Financial Planner; recognition awarded to only those with the highest level of technical knowledge, professionalism, and commitment to ongoing development within the financial planning profession. Waheed began his career in Financial Services in 2008 and having gained […]
Robert Wells
Robert Wells DipPFS – Financial Planner Bob originally studied economics at Loughborough University and PGCE at the University of Bedfordshire and has been involved in financial services since 1992 when he joined the Industrial Bank of Japan as an intern to the Eurobond trading floor. After finishing his degree, Bob moved to Credit Suisse First […]
Kari Lucas
Kari Lucas Financial Adviser Kari initially trained as a mortgage underwriter and adviser, then worked in Financial Services administration for two financial adviser firms in Yorkshire, before taking her Level 4 Diploma for Financial Advisers in 2017 and a moving into advising. Kari joined BBT in January 2023. She spent her first 18 years living […]
Andrew Brumby
Andrew Brumby Financial Adviser Andrew completed his degree in Graphic Designer at Leeds Beckett University. Post Covid he decided he wanted a career change and moved into financial services. He has been on board at BBT Group since 2021 and continues to develop his career in Adviser Support whilst completing and his financial services qualifications […]
Trudy Hallas
Trudy Hallas Administrator Trudy joined BBT in November 2022. Prior to this, Trudy worked for three years at a large network financial services firm and has several years admin experience. In her spare time, Trudy likes spending time with family and friends, as well as her dog Cooper.
Nick Gooder
Nick Gooder Administrator Nick began his career in financial services industry in Spain in 2019 where he spent eighteen months generating new enquiries for several advisers. Nick moved back to the UK during the pandemic and secured a role working for a local financial adviser firm before joining BBT in April 2023. Outside of work […]
Mary Walsh
Mary Walsh Administrator Mary re-joined BBT Group Ltd in October 2022 after finding retirement too boring. She originally worked as Tim Brumby’s PA and Paraplanner for 9 years, retiring in March 2021, and now works a few hours a week helping his current PA. Mary has worked in Financial Services for fifteen years and enjoys […]
James Scott
James Scott Client Services Team James joined BBT in September 2023 as a member of the Adviser Support team having graduated with a Business Management Degree from Leeds Beckett University. James hopes to enhance his knowledge within the financial field and continue his professional development. In his spare time, James is a big football fan […]
Lucas Howley
Lucas Howley Client Services Team Lucas joined BBT in September 2023 as an Office Assistant, having achieved A levels in Criminology, IT and Sport . Whilst a college student, Lucas worked in the fast-food industry part time to gain experience in a working environment. He hopes to gain and improve his knowledge within the financial […]
Lucie Chrisp
Lucie Chrisp Client Services Team Having previously been employed by Direct Line, Lucie started her career in financial services at a local Financial Adviser firm in 2022, She worked alongside multiple financial advisers dealing with their enquires before joining BBT Group as a member of the Adviser Support team in September 2023.