Owen Chapman Client Services Owen joined BBT Group in November 2022, after making a career change from the film industry to work in finance. Owen

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

Lucas Howley Client Services Team Lucas joined BBT in September 2023 as an Office Assistant, having achieved A levels in Criminology, IT and Sport .

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

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

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

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

Samantha Smith Client Services Sam joined BBT Group in 2015 and works in the Online Processing element of the Client Services team. She has previously

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

Victoria Parkin – Client Services Victoria has a strong background in financial services having previously worked as a Paraplanner, and she is level 4 qualified.