I provide technical support to the Financial Planners:
My key role is to undertake product research and analysis, and write recommendation reports. I am involved in building a financial plan for clients, including their cashflow models and demonstrating different scenarios specific to their lifestyle. I enjoy analysing and researching clients’ existing portfolios, assets and plans, delving into the features, charges and funds available and comparing this with the portfolio or plan that we may recommend to help meet clients’ goals and objectives. I also enjoy attending client meetings.
It gives me a great sense of satisfaction to help clients make sound financial decisions that will assist them in their lifetime and for their future generations to come. It’s always a delight to see a financial plan in motion, knowing our clients are happy with what they can do with their income and savings, giving them peace of mind in their current and future financial positions.
In addition, I join regular adviser, support and process meetings, to assist with and be fully abreast of the day-to-day operations of the business. I am also part of the investment committee, where we discuss and review our portfolios, funds and platform providers, as well as the latest academic research.
Over the past few years, as our paraplanning team has grown, I have taken on an enjoyable role to lead and manage our very keen and enthusiastic paraplanners.
I have been in the industry since 2005 and joined BpH Wealth in 2013:
In my last role, I predominately looked after clients with ISAs, general investment portfolios and investment bonds. I was involved in writing their annual reviews and suitability reports for any new or additional investment as well as undertaking the necessary research. Prior to this, I gained a wealth of experience in pensions and protection and I continually keep my knowledge up to date with the regular changes in legislation.
Over the past few years, as our paraplanning team has grown, I have taken on an enjoyable role to lead and manage our very keen and enthusiastic paraplanners.
Key achievements:
Since my time at BpH Wealth, I am pleased to have successfully gained my Accredited Paraplanner (APP) qualification and my Certified Financial Planner (CFPTM) via the Chartered Institute of Securities and Investments (CISI). I am also delighted to be heading our new paraplanning team and I have achieved my Chartered Financial Planner qualification, July 2021.
Qualifications:
CII Level 6 Advanced Diploma in Financial Planning
CISI Level 6 Diploma in Financial Planning
CISI Accredited Paraplanner
CII Level 6 Chartered Financial Planner
CII Life & Pensions
1st Class BA (Hons) Financial Economics
In my spare time:
I enjoy spending time with my family and friends, sightseeing when on holiday and trying out new activities such as kayaking. I also like to go to the gym, practice yoga and going to the theatre.
