• Meet the team

    Click on our staff members below to find out more:

    Danny Christ
    Danny Christ

    Danny Christ

    01689 839417

    About Danny Christ

    Managing Director
    Danny is our Managing Director. Danny has been happily advising clients for more years than he cares to remember, thirty at last count and still rising!

    Danny’s philosophy is simple – the bottom line is that our client comes first, second and third and deserves nothing less than honest expert advice.Comments Danny “Whilst clients’ needs, and the resources available to meet them, have certainly changed and evolved over the years, none the less the one constant, and one that I continue to thrive upon daily, is the ability to make a real difference and to help clients fulfill their wishes – it’s a great feeling”.

    Danny advises on a wide range of services, including:

    • Wealth Management – Investments and long term financial planning
    • Pensions – Individual, Corporate and Self-Invested Plans
    • Wills, Trusts and Probate
    • Inheritance Taxation
    • Life Assurance

    In addition, for corporate clients:

    • Commercial Funding
    • Directors and Partnership share protection
    • Key Man and Employee benefits

    The Financial Conduct Authority does not regulate Taxation Advice and some forms of Loans.

    Denise Shelley
    Denise Shelley

    Denise Shelley

    01689 839417

    About Denise Shelley

    Director of Operations

    Dee is one of our Founding Directors.  Dee is an experienced Adviser with a long history of working within the financial industry, starting in international banking from the age of 22.  Dee is no longer in an advisory role, currently responsible for office management, customer service and the annual review process.

    Peter Wheadon
    Peter Wheadon

    Peter Wheadon

    01689 839417

    About Peter Wheadon

    Director (Chartered Financial Planner)
    Peter is our Chartered Financial Planner and has been in the financial service industry for over 20 years. The individual ‘Chartered Financial Planner’ title is highly regarded and amongst the premier titles for financial advice professionals.

    Peter specialises in:
    • Wealth Management – Investments and Long-Term financial planning
    • Pensions – Individual, Corporate and Self-Invested plans
    • Inheritance Taxation
    • Life Assurance
    • Corporate Funding
    • Share Protection
    • KeyMan and Employee benefits
    The Financial Conduct Authority does not regulate Taxation Advice and some forms of Loans.
    Julia Churchill
    Julia Churchill

    Julia Churchill

    01689 839417

    About Julia Churchill

    Compliance & Finance Director

    Julia has over 20 years experience in the Financial Services Industry, and is an experienced Financial Adviser. Julia ensures we maintain the highest professional and ethical standards.

    Currently Julia specialises in:

    • Compliance
    • Finance/Commissions
    Matt Shelley
    Matt Shelley

    Matt Shelley

    01689 839417

    About Matt Shelley

    Financial Planner

    Matt has worked in the world of financial services since leaving university, with a background in insurance and stockbroking.

    Matt joined our team in 2017 armed with an arsenal of knowledge and experience and provides clients with tailored financial strategies, guiding them towards their monetary goals. Along with a full wealth management service, Matt specialises in Cashflow Modelling.

    Tracey Brigly
    Tracey Brigly

    Tracey Brigly

    01689 839417

    About Tracey Brigly

    Senior Administrator

    Tracey joined our team in 2010, having worked within financial services previously.  Tracey has a wealth of knowledge which enables her to be able to look after each client with confidence and ease.  Tracey is responsible for the platform management and takes great pride in ensuring each client has a positive client experience.

    Contact Us:

    Tel: 01689 839417   Email: clientservices@bsandb.co.uk

    36, Station Road, Orpington, Kent, BR6 0SA