Our People

Our people are very important to us, as is making certain we provide you with quality professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Get In Touch" page.

Richard Lubek
Richard Lubek, Managing Director
Tel. 01923 852080
Email. rlbsgfs.co.uk
Richard founded the BSG Group in April 1979. He deals with high net worth individuals and corporate clients. Richard became Chairman of the Openwork LLP in May 2005 and in October 2009 he became a Director on the Openwork Holdings Board.

Richard is a keen golfer and racquetball player and can regularly be seen at Old Trafford supporting Manchester United.
Nigel Preece
Nigel Preece, Director & Chartered Financial Planner
Tel. 01923 852080
Email. npbsgfs.co.uk
Nigel worked as a Partner in Blair Dunlop Associates and was appointed as a Director of the BSG Group as part of the acquisition in September 2011. He has achieved the coveted title of Chartered Financial Planner and has gone further in being appointed a Fellow of the Personal Finance Society. Nigel advises high net worth individuals and corporate clients.
Mark Edwards
Mark Edwards, Business Development Director
Tel. 01923 852080
Email. mebsgfs.co.uk
Mark has over 30 years experience within the Financial Services industry. His role within BSG is to lead the Adviser and Paraplanning Teams to deliver a customer focused service that helps our clients to achieve their financial aims and aspirations in the most tax efficient manner. No one is perfect but a team can be and Mark believes that customers are best served when they have the power of a properly structured team supporting them.
Mark Huddleston Dip PFS
Mark Huddleston Dip PFS, Practice Financial Adviser
Tel. 01923 852080
Email. mhbsgfs.co.uk
Mark has over 25 years experience within the Financial Services industry. He joined BSG in 2011 from Blair Dunlop Associates and has become a valued member of the team. Mark enjoys all sports but particularly Golf and Rugby Union.
Andy Clitheroe
Andy Clitheroe, Employee Benefits Specialist
Tel. 01793 567702
Mobile. 07714 083544
Email. acbsgfs.co.uk
Andy Clitheroe is BSG's Group Risk Specialist. He has worked within financial services since October 1999 and has specialised in Group Risk (employee benefits) for over 12 years. Andy joined the BSG Group at the end of 2011 and he has achieved the Diploma in Financial Planning as well as holding the full Financial Planning Certificate and the Chartered Institute specialist Group Risk examination (GR1).
Peter Edwards
Peter Edwards, Financial Adviser
Tel. 01923 852080
Email. pebsgfs.co.uk
Peter joined BSG in 2017 after completing his Economic & Mathematics degree from University of Bristol. He is Diploma qualified and is now studying to becoming a Chartered Financial Planner. He is an enthusiastic and hard working member of the team who is keen to provide a quality service for our clients. In his spare time Peter is a keen rugby player and an Arsenal fan.
Sarah Wichelow
Sarah Wichelow, Financial Adviser
Tel. 01923 852080
Email. swbsgfs.co.uk
Sarah joined BSG in 2017 after gaining a 1st in her Business and Finance degree from Bournemouth University. She is Diploma qualified and is now studying to becoming a Chartered Financial Planner. Sarah is an enthusiastic and hard working member of the team who is keen to provide a quality service for our clients.
Hazel Mead
Hazel Mead, Paraplanner
Tel. 01923 852080
Email. hmbsgfs.co.uk
Hazel joined BSG in 2016 and is keen to further her career in Financial Services. As a Paraplanner, she works alongside our Financial Advisers in preparing and implementing agreed financial plans to achieve our client’s desired objectives. Hazel is an affable and reliable member of the team with a passion for customer service. She enjoys spending time with her friends and family and visiting new places.
Charley Turner
Charley Turner, Paraplanner
Tel. 01923 852080
Email. ctbsgfs.co.uk
Charley joined BSG in 2016. As a Paraplanner, she works alongside our Financial Advisers in preparing and implementing agreed financial plans to achieve our client’s desired objectives.
Kay Lubek, Business Consultant
Tel. 01923 852080
Email. klbsgfs.co.uk
Samantha Preece, Client Support and Payroll Administrator
Tel. 01923 852080
Email. spbsgfs.co.uk
Sam has a passion for great customer service. She has held numerous roles supporting the delivery of such service through Odgers, Harley Street Medical Clinic and more recently the John Lewis Partnership. Samantha joined BSG in July 2017 in ensuring a consistent delivery of the client experience by assisting Nigel in the non-advisory administration functions of BSG. She has two children and a grandchild. Sam also works with the Special Kids Agency to look after children with special needs in her free time.
Saul Roland
Saul Roland, Client Support Administrator
Tel. 01923 852080
Email. srbsgfs.co.uk
Saul's role is to support the team by dealing with telephone calls, communications from clients and product providers, preparing and arranging annual reviews and also handling the day-to-day administration.

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