BRI Support Team
Name: SUZANNE BAILEY Chartered MCSI
Position: Sales Administration Manager
Email: admin@brigroup.co.uk
Biog: Suzanne Bailey has worked for a couple of major firms in the Stockbroking industry and joined BRI in 2006. Suzanne has over 20 years experience in administration support, team management and is a Chartered Member of the Chartered Institute for Securities & Investment.
Name: CAVAN CRESSER
Position: Administrator
Email: admin@brigroup.co.uk
Biog: Cavan joined BRI in July 2009 after leaving secondary school and since he joined BRI has completed a Business & Administration NVQ.
Name: JOYCE DAVISON
Position: Secretary and Senior Administrator
Email: admin@brigroup.co.uk
Biog: Joyce Davison began her career in banking and has worked for BRI since 1980. Joyce is Secretary to the Directors, oversees client reporting and deals with all other aspects of client administration.
Name: HAZEL GWYNNE Chartered MCSI
Position: Company Secretary and Senior Administrator
Email: admin@brigroup.co.uk
Biog: Hazel has worked for BRI since 1981 and looks after all aspects of client administration as well as providing support for the Board as Company Secretary. Hazel is a Chartered Member of the Chartered Institute for Securities & Investment and holds the CISI Investment Administration Qualification (IAQ).
Name: JENNY MILLS BA (Hons) Assoc CIPD, Chartered MCSI
Position: Senior Administrator
Email: admin@brigroup.co.uk
Biog: Jenny Mills has worked for BRI since 1995 and is responsible for the administration of ISAs and safe custody investments. Jenny is a Chartered Member of the Chartered Institute for Securities & Investment, holds the CISI Investment Administration Qualification (IAQ) and has an honours degree in Business and Human Resource Management.
Name: MICHELLE ROUTLEDGE ACSI
Position: Assistant Compliance Officer, Assistant Money Laundering Reporting Officer, Secretary and Administrator
Email: admin@brigroup.co.uk
Biog: Michelle joined BRI in 2007 in a secretarial and administrative capacity. Michelle is a member of the Chartered Institute for Securities & Investment and holds the CISI Investment Administration Qualification (IAQ).
Name: VICKI SKINNER ACSI
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Position: Personal Assistant to Paul Cusack
Email: admin@brigroup.co.uk
Biog: Vicki Skinner joined BRI's administration department at the beginning of 2005 in a secretarial capacity and now works closely with the client support and marketing departments, and is PA to Paul Cusack. Vicki is an Associate of the Chartered Institute for Securities & Investment and holds the CISI Investment Administration Qualification (IAQ).
Name: LYNNE ROLINSON
Position: Personal Assistant to Hannah Edwards
Email: admin@brigroup.co.uk
Biog: Lynne joined BRI in the summer of 2010 as PA support to Hannah Edwards. Lynne has over 20 years’ secretarial and administrative experience.
Name: KATE WARD
Position: Secretary and Administrator
Email: admin@brigroup.co.uk
Biog: Kate joined BRI in May 2010 in a secretarial and administrative capacity after completing her A levels. She is on a modern apprenticeship scheme studying towards a Diploma in Information Technology.
Name: DEAN SMITH Chartered MCSI MAAT
Position: Finance Officer
Email: admin@brigroup.co.uk
Biog: Dean joined BRI in January 2004 to assist in the administration and finance department. This role developed and Dean is now the Finance Officer where he is responsible for company accounts and payroll. He completed the AAT Technician Qualification (Associate of Accounting Technicians) in 2007 and is currently studying towards his ACCA accountancy course. Dean is a Member of the Chartered Institute for Securities & Investment and holds the CISI Investment Administration Qualification (IAQ)
Name: MARLENA WALAS Dip PFS
Position: Financial Services Administrator
Email: admin@brigroup.co.uk
Biog: Marlena Walas joined BRI's financial services department at the beginning of 2011 as a paraplanner and now works closely as a Financial Services Administrator. Marlena is responsible for the research, suitability report writing and business processing for both private and intermediary clients. She is an Associate of the Chartered Insurance Institute and holds the Certificate and Diploma in Financial Planning and also the Advanced Diploma Paper in Pensions. She is currently working towards Chartered Status. Marlena has 6 years' experience in Financial Services, previously working as a paraplanner for one of the leading IFA companies in the UK.