Our Support Teams
We prepare the documentation required for client meetings and are responsible for the day to day dealings with investment and insurance companies on behalf of our clients. We ensure that client information is recorded onto our database and we deal with all client related communications via post, telephone and email.
Adviser Support Supervisor
Angela heads up our Adviser Support Team and has extensive financial services administration and supervisory experience. She has worked in the financial services arena for most of her career and possesses an excellent understanding of what is required to deliver a quality support service to our advisers and their clients. Angela’s role is to ensure activities carried out by the team are in accordance with operational standards, regulatory guidelines and best practice as set by the FCA and BBT Group. Angela enjoys the Yorkshire Dales, spending time with family and friends together with the odd bit of ballroom and Latin dancing purely for fun.