People

Hannah Edwards BA Hons, FPFS MCSI

Financial Planning Director

Hannah joined BRI in 2011 to head the firm’s new Financial Planning Division. Hannah was invited to join the board in 2012 and has continued to develop and grow the Financial Planning team. Hannah is a Chartered Wealth Manager and Chartered Financial Planner and has built a considerable professional reputation within the Midlands. Hannah recently qualified as a Resolution Accredited Divorce Specialist IFA and can work with clients pre, during and post-divorce. Hannah is a governor of St Richards Hospice, President of her Alumni Association and sits on their respective investment committees.

Email: hee@brigroup.co.uk

Andrew Gillett BA Hons, APFS

Chartered Financial Planner and Associate Director

Andrew joined the Financial Planning Department at BRI in February 2012. He is a Chartered Financial Planner with more than 17 years’ experience, and has worked at various IFA firms in his career. He has extensive experience in investment, pensions, inheritance tax planning, business exit and lifestyle planning. Andrew provides financial advice to clients.

Email: ajg@brigroup.co.uk

Simon Preston Dip PFS

Financial Planner

Simon joined the Financial Planning Department at BRI in February 2015. He is a Financial Planner with more than 30 years’ experience, and has worked at various IFA firms in his career. Simon’s expertise lies predominantly in investment, pensions, inheritance tax and lifestyle planning. At BRI Simon provides financial advice to clients.

Email: spp@brigroup.co.uk

Marlena Eltringham FPFS, Certs CII (MP & ER)

Paraplanner

Marlena joined BRI’s Financial Planning Department at the beginning of 2011 in a dual role as Paraplanner and Financial Planning Administrator. She has over 10 years’ experience in Financial Planning and has previously worked for one of the leading IFA companies in the UK. Marlena is a Chartered Fellow of the Personal Finance Society and at BRI she is responsible for research, suitability report writing and business processing.

Email: mail@brigroup.co.uk

Vicki Skinner ACSI DipPFS

Paraplanner

Vicki joined BRI in early 2005 as a secretary. She quickly became PA to the CEO, then moved into the financial planning department in 2012 as a PA and Financial Services Administrator. In 2015 Vicki passed the Diploma in Regulated Financial Planning, she is an associate of the Chartered Institute for Securities & Investment and now works as a paraplanner. She attends client meetings, writes suitability reports and is also responsible for research and business processing.

Email: mail@brigroup.co.uk

Nicholas Sinclair-Wilson IMC Dip PFS

Financial Planner

Nick joined the Financial Planning department in January 2016 as a Paraplanner before moving into a Financial Planner role.  Prior to this he worked for a Northamptonshire based IFA practice, having graduated from Aston University in 2012 with a 2:1 in Business Management. Nick holds the CFA IMC accreditation alongside the Diploma in Regulated Financial Planning and is currently working towards Chartered status.

Email: mail@brigroup.co.uk

Ryan Cowley

Junior Administrator

Ryan joined BRI in February 2017 as a Junior Administrator in the Financial Planning department. Ryan has over 6 years administrative support experience and is responsible for general servicing of clients and other aspects of financial planning administration.

Email: mail@brigroup.co.uk

Nirjeet Lyall BSc Hons, Cert PFS

Financial Planning Administrator

Nirjeet joined BRI’s Financial Planning Department in June 2014 as a Financial Planning Administrator. She has over 17 years’ experience working within the financial planning industry. Nirjeet has completed the Certificate in Financial Planning and Certificate in Life and Pensions. At BRI she is responsible for processing new business, processing commissions and income, general servicing of clients and all other aspects of financial planning administration.

Email: mail@brigroup.co.uk

Michele Davies

PA to Hannah Edwards and Financial Planning Support

Michele joined BRI in November 2014 in a dual role as a PA to Hannah Edwards and also Financial Planning Support. Michele has over 15 years’ experience in other areas of the financial industry where her work involved the management and administration of companies and trusts.

Email: mail@brigroup.co.uk

Caroline Moy

PA and Financial Planning Administrator

Caroline joined BRI in March 2017 in a dual role as PA to Andrew Gillett and Financial Planning Administrator.  Caroline has over 30 years’ experience in Financial Services working in a variety of administration and management roles, and she achieved her CII Certificate in Life and Pension Administration in 2014.

Email: mail@brigroup.co.uk