Our Company - BRB Wealth Management

BRB was founded in 1980 as a firm of Independent Financial Advisers to provide advice to individuals and small to medium sized companies in Staffordshire, South Cheshire, and Shropshire. We have strived to ensure that we fully examine the needs of the client before putting forward our recommendations. We have grown over the years and now have clients throughout the UK.

Qualifications have always been key in our development and we are proud to continue this trend to ensure that clients can be confident that they are dealing with a highly professional firm who treats each client and their needs individually.

Based in Stoke on Trent, we now have 12 full time staff, 4 of whom are advisers.

Areas of specialisation

David Evans          Personal Investment, Corporate Pensions, Long Term Care, Pension Transfers and Employee Benefits
Neil Hart               Pension and Investment related  matters, including Pensions & Divorce and bespoke retirement planning
Tim Walsham        Investment(including Trustee Investment), Retirement Planning and Estate Planning
Andy Thompson   Group Pensions, Individual Pensions, Annuities, Protection and Investments 

People

David Evans Dip PFS - Director

David has been employed within the Financial Services sector since 1984, and has been an IFA since 1990. He originally joined BRB in 1985 and became a Director of the company in 1997.  David has one child and lives in Stoke-on-Trent, having moved from Kent in 1985.

Professional Qualifications: Diploma of the Personal Finance Society (Dip FPS)

email: d.evans@brbwm.co.uk

Neil Hart APFS - Director

Neil has worked within the Financial Services sector since 1987, and has been an IFA since 1990. He joined BRB in 1995 and became a Director of the company in 2001. He is married with one child and lives in Weston,Staffordshire

Professional Qualifications: Associate of the Personal Finance Society (AFPS)
                                          Pensions Management Institute Trustee Certificate

email: n.hart@brbwm.co.uk

Tim Walsham ACII FPFS - Director

Tim has worked within the Financial Services sector since 1991, and has been an IFA since 1997. He joined BRB in 1997 and became a Director of the company in 2005. Tim is married with two children, living in Stockport, Cheshire.

Professional Qualifications: Chartered Financial Planner
                                          Fellow of the Personal Finance Society (FPFS)
                                          Associate of the Chartered Insurance Institute (ACII)

email: t.walsham@brbwm.co.uk

Andy Thompson Cert PFS - Independent Financial Adviser

Andy has worked within the Financial Services sector since 1998. He joined BRB in 2004 as an administrator and after in house training became an IFA in 2005, he is now advising clients on a full time basis. Andy is engaged to be married and lives in Stoke on Trent.

Professional Qualifications: Certificate of the Personal Finance Society (Cert PFS)

email: a.thompson@brbwm.co.uk

Samantha Jackson Cert PFS - Director

Samantha has worked in the Financial Services sector since 1988. Samantha joined BRB in 2001 as Financial Controller and became a Director of the company in 2004.  Samantha is married with one child. Samantha’s main duties within BRB are controlling the group of companies’ finances along with keeping up to date with changes in regulatory compliance, controls and reporting.
Professional Qualifications: Financial Planning Certificate

email: s.jackson@brbwm.co.uk