Meet the team that will help you on your journey
David has been in the financial services industry for over 35 years, and in his current role as an independent financial adviser at BRB since 1990. David is a qualified Pension Transfer Specialist, and deals with all aspects of financial planning
"Understanding where the client is financially at present and working with them to achieve their financial goals in simple easy to understand terms is what I do best".
Lisa joined the Financial Services industry in 2009 as a Pensions Administrator before becoming a Paraplanner and then an Independent Financial Adviser. She trained as an Adviser with a top 100 Financial Advice Firm in Liverpool and achieved Chartered status in January 2017.She joined BRB in 2018. Lisa is a qualified Pension Transfer specialist and was awarded Young Achiever of the Year in 2016 and the best completion of the Advanced Diploma in Financial Planning in 2017 by the Chartered Insurance Institute.
"I focus on my clients' objectives and how best to achieve them, with the use of holistic financial planning and cash flow modelling. Having worked predominantly with high net worth clients in the past, I also specialise in Trusts, Inheritance Tax and complex pension planning".
Rob started his career at the Midland Bank in 1979, before moving to Prudential and then Halifax. He was a Director at an IFA practice in Staffordshire before joining Jones Sheridan in Crewe in 2008 and then BRB Financial Horizons Ltd in May 2019.
He has been a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute since 2012.
"I have built up a wealth of life and financial experience which allows me to provide holistic financial planning in a straight-talking manner. It is paramount that I work closely with my clients to help manage their goals, expectations for their retirement and to pass on as much wealth as possible to their family".
Deborah has been working at BRB since 2001 in her role as PA to David and is one of the primary points of contact for clients. She is also responsible for the accounts for the company, dealing with invoices, suppliers and expenses to assist David in the day-to-day running of BRB.
She has over 20 years' experience in the industry and holds the Certificate in Financial Planning.
Adam joined BRB in 2012 as a Business & Administration apprentice and now manages the administration team, utilising his extensive knowledge of administrative tasks and systems. He is heavily involved in the Compliance reporting for BRB and also assists with accounts based tasks. Adam is currently studying towards obtaining the Certificate in Leadership and Management to further his development in the role.
Amanda has worked in the financial services industry for more than 30 years. She is an administrator and supports Adam with the administrative procedures for the company, providing backup support to the whole team
Sally has worked in the financial services industry for more than 30 years, and for the last 13 years in Canada. She is an administrator and supports Adam with the administrative procedures for the company, providing backup support to the whole team.
Bryn joined BRB in 2019 as Head of Security. His other roles include staff stress relief, quality control of lunches and being available for Belly Rubs at all times.
Arranging a face-to-face meeting is the best way to get to know each other. Our initial meeting is free of charge and there is no obligation to use our services, so you don't need to worry if you're not sure. We find this is the most helpful way to get the best for our clients and to establish a long-term relationship.Book an Appointment