01689 839417

Meet the Team

Danny Christ Email Danny Christ

Danny Christ 

Tel: 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 Email Denise Shelley

Denise Shelley 

Tel: 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.

Julia Churchill Email Julia Churchill

Julia Churchill 

Tel: 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 Email Matt Shelley

Matt Shelley 

Tel: 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 Email Tracey Brigly

Tracey Brigly 

Tel: 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: info@bsassetmanagement.co.uk

36 Station Road, Orpington, Kent, BR6 0SA