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The Retirement Planning Specialists

Our Support Teams


Adviser Support

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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.

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Tracy Rutter

Adviser Support Supervisor

Tracy heads up our Adviser Support Team and has extensive financial services experience.  She has worked in our industry for a number of years, spending 23 years working for a large insurance company and uses her extensive experience to deliver an excellent service.  Her role is to ensure that the activities carried out by our Adviser Support Team are in accordance with operational standards, regulatory guidelines and best practice as set by the Financial Conduct Authority and the company. Tracy likes to have weekends away with her family and friends. She enjoys keeping fit by swimming three times a week.


Online Processing Team

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We are responsible for preparing annual and ad-hoc valuations for our clients. We handle the administration of client investments and ensure our client database is kept up to date.

For Actively Managed Portfolio clients we send out the quarterly email communications and manage the fund switch and rebalancing process. We assist with the production of client suitability reports and all relevant paperwork for client meetings. Other daily responsibilities include regular communication with investment and insurance companies and dealing with any queries relating to client transactions and valuations.

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Cat Briggs

Online Processing Supervisor

Cat has worked in various roles within financial services since 1995, being at BBT since 2006. Cat runs our Online Processing Team and holds numerous industry qualifications. She lives with her sister and her daughters. Any spare time is spent walking her Border Collie.


Paraplanning Team

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We are involved in the preparation and administration of financial plans and reports for our clients. We undertake research, both independently and in conjunction with our consultants, in order to identify suitable solutions to meet our clients' needs. We prepare information and comparisons for analysis by the consultant.

Our Address

BBT Group
2 Benton Office Park,
Bennett Avenue, Horbury,
Wakefield, West Yorkshire WF4 5RA

Telephone: 0344 4 141 360 or 01924 231 400
Facsimile: 0344 4 141 361
Email: headoffice@bbtgroup.co.uk

Email communications are not secure and for this reason BBT Group Ltd cannot guarantee the security of the email, its content or that it remains virus free once sent.

 

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