Alex Pickles

Alex Pickles APFS – Chartered Financial Planner Alex has been working in the financial service industry since 2004, throughout his career he has worked for small independent firms before joining the team at BBT to utilise his skills and knowledge within a larger Chartered Firm. Along with his wife, Hayley, he loves to travel abroad […]

Andy Bissell

Andy Bissell APFS – Chartered Financial Planner Andy has been a member of the BBT team since 2007 following completion of his Business Degree specialising in Marketing and Finance. Having spent the majority of his time in senior technical and analysis roles, he has a well rounded level of experience and knowledge but describes the […]

Alex Smith

Alex Smith BA (Hons), DipPFS – Financial Planner Alex is an Independent Financial Advisor with extensive experience advising private clients, families, company directors, and trustees. Throughout his career, Alex has supported clients through a wide range of financial matters, helping them navigate complex situations and make informed decisions with confidence. Alex prides himself on delivering […]

Will Hodgson

Will Hodgson BSc (Hons) DipPFS – Financial Planner Will graduated from Sheffield Hallam University in 2011 with a degree in Geography, before beginning his financial services career in 2012 with a multi‑national provider. He joined BBT Group in 2015, initially working in Online Processing before progressing into Paraplanning and later becoming an adviser in 2020. […]

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 BSc (Hons), FPFS, Chartered Financial Planner, Fellow of the Personal Finance Society Waheed is a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS), reflecting advanced technical knowledge, professionalism, and a continued commitment to the highest standards within financial planning. He also holds a BSc (Hons) in Accounting and Finance, […]

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 […]