I joined BpH Wealth in October 2020
Having initially been taken on to develop the online brand of BpH Wealth I now split my role between this and investment administration, and am currently training as a Client Services Assistant. I also focus on improving client communication and I devise and work on changes to build a more sustainable business that operates for the best interest of our clients and the wider community.
I am proud to have coordinated our successful application for B Corp certification, and am working to explore further ways we can make the BpH Wealth work better for People and Planet, including by sitting on our charity committee.
I enjoy working with the advisers to produce educational content for clients and the wider public. I believe it is crucial that everyone has a good level of financial knowledge to be able to live the life they want and it is really important for us as a company to use the expertise we have to help people in this way.
My work as an Investment Administrator
My main responsibilities in this role include preparing valuations for clients and carrying out investment dealing.
I am very interested in the finance industry and I am studying for exams in my spare time. I have already completed my CISI Level two exam on ‘The Fundamentals of Financial Services’ and my level three exam on the ‘Introduction to Securities and Investment’. I am now studying for a CII Diploma in Regulated Financial Planning, for which I have completed two further exams.
