Alex Smith

Alex Smith BA (Hons), DipPFS – Financial Planner Following his time at PwC working with national and international organisations as a business consultant across a range of industries Alex joins the BBT team as an adviser. He is passionate about helping people to make sound decisions in the face of ever rising complexity and is […]

Will Hodgson

Will Hodgson BSc (Hons) DipPFS – Financial Planner Will graduated from Sheffield Hallam University with a degree in Geography in 2011. He then went on to initially start his career in financial services in 2012 with a large financial product provider and joined BBT Group in 2015 starting in Online Processing, taking exams and progressing […]

Salman Khan

Salman Khan BSc (Hons) DipPFS – Financial Planner Salman is a dedicated financial adviser who believes in a holistic approach to financial planning. He initially started his career working within the Director Tim Brumby’s team where he gained a full understanding of the BBT ethos. Having a passion for helping individuals and families achieve their […]

Akbar Patel

Akbar Patel DipFA – Financial Planner Akbar has been working in the financial service industry since 2007, beginning his career with a number of years within high street banks before transitioning into the role of Independent Financial Planner. Akbar prides himself on providing the highest level of service to his clients. He believes every client […]

Waheed Ali

Waheed Ali Financial Planner Waheed started his career in Financial Services in 2008 for one of the largest banks in the UK. Thereafter he moved to the Compliance Department of a FTSE100 company and then moved to the BBT Group in 2019. He graduated from the University of Bradford with a Bachelor of Science in […]

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 […]

Katherine McAuliffe

Katherine McAuliffe Financial Management Team Katherine joined BBT from a large wealth management company having gained extensive experience in the financial services sector. Katherine is passionate about empowering and educating clients to take control of their finances and achieve their goals and objectives. She takes pride in being a friendly, approachable adviser whilst encouraging financial […]

Gerald Turner

Gerald Turner Chartered Financial Planner Gerald started his working life at Nationwide Building Society where he became a Branch Manager. He left to travel the world as a cruise ship photographer and then spent a few years as a freelance photographer in London. He returned to Financial Services around the year 2000 and worked firstly […]

Charlie Deycon

Charlie Deycon Chartered Financial Planner Charlie started his career in Financial Services in 2016 after leaving Thames Valley Police due to injury. Charlie always puts the client at the heart of everything he does and has developed a firm passion for building relationships with his clients, helping them to ensure the solutions he recommends meet […]