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Our team

Charlie Palmer

Chief Executive Officer

Charlie has spent over 30 years in Financial Services industry, leading businesses to success in a number of disciplines. Founder of Financial Ltd, at one time 2% of the entire IFA industry before its sale to what became Sanlam Network, he is the pioneer of the original “pay direct” network concept. Author of several books, on history and financial services, including Comply or Die - about his time in front of the FCA beaks. He was the architect for the original software from a concept in 2005 - whereby the network he founded needed to monitor its appointed representatives. BAT is that solution. This BAT version is a descendent of that solution, refined in subsequent years with updates and revisions. Charlie leads the team and is our founder and continues to lead our software direction in terms of service delivery and product direction. Charlie has built with the help of his team, a first class software business that provides state of the art T&C and Compliance software to financial services firms in both the wealth and mortgage areas.

Mike Clifford

Non Executive R&D Director

Mike has over 25 years of experience working within the Financial Service sector, both on the client and software provider side. Mike has spent the last 15 years at Director level and has been instrumental in the success of Distribution Technology and Intelliflo as COO and later as CCO with Intelliflo. Mike brings a wealth of experience and knowledge to the executive team and is an essential part of the design, features and product application.

Peter Hall

Software Development and Sales

Peter joined Broker Admin Technology in 2021 and has over 18 years’ experience in Financial Services working for some leading providers within Software, Investments, Pensions & Protection including Praemium, MGM and Scottish Widows. He has extensive sales and relationship management experience and holds a number of the CII Financial Planning qualifications.

Dan Rey

Chief Technology Officer

Dan has over 10 years experience as a software engineer and has been instrumental in architecting and developing the BAT technology solution over the last six years. Dan comes originally from Ourense, living today in Cheltenham, and now provides the technical direction in both the software stack and the hosting security and infrastructure that supports our product offering. Dan spearheads technical direction and is responsible for the product delivery roadmap within BAT.

George Romero

Software Architect

George is software lead on all BAT projects. George has been coding in a number of languages since 2005, and coming also from Northern Spain has the skills and application to grow BAT.

Alvaro Gonzalez

Cybesecurity Lead Manager

With extensive qualifications in security his primary remit is to continue developing BAT releases and updates for our clients, alongside work on the marketing side. Alvaro is able to code in many languages, and originally came to Cheltenham to study Cybersecurity in the hub that has developed in the town, a spin off from GCHQ.