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 20 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

Financial Planner

Vicki joined BRI in early 2005 and moved into the financial planning department in 2012, becoming a Paraplanner in 2013.  In 2015 she passed the Diploma in Regulated Financial Planning and is now working towards achieving Chartered Financial Planner status. Vicki is an associate of the Chartered Institute for Securities & Investment and works as an accredited Financial Planner.

Email: vs@brigroup.co.uk

Nicholas Sinclair-Wilson IMC APFS

Chartered 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 received Chartered status in 2018.

Email: mail@brigroup.co.uk

Melissa Henderson DipPFS

Paraplanner

Melissa joined the Financial Planning department in early 2019 as a Paraplanner. Prior to this she worked for Financial Planning firms in Birmingham and Worcester. Melissa graduated from the University of Leicester with a 2:1 degree in Law, holds the Regulated Diploma in Financial Planning and is working towards Chartered status.

Email: mail@brigroup.co.uk

Nirjeet Lyall BSc Hons, Cert PFS

Senior 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

Tracey Goulden

Senior Financial Planning Administrator

Tracey joined BRI in February 2019 and has worked in Financial Services for just over 40 years. Prior to joining BRI, Tracey was employed as a senior administrator for a Birmingham based Financial Management firm. Tracey is a member of the Chartered Insurance Institute and has completed her Financial Planning Certificate.

Email: mail@brigroup.co.uk

Toni Ward

Senior Financial Planning Administrator

Toni joined BRI in June 2019 as a Senior Financial Planning Administrator and PA to Hannah Edwards. She previously worked as a Client Advisor Assistant and Client Administrator in Birmingham. Toni holds the Diploma in Business Administration and is a member of the Chartered Institute of Securities and Investments (CISI).

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