I am part of the client services team
I joined the BpH Wealth team in July 2021 and will be helping to support Michael, Simon and Phil to ensure the client annual review service runs smoothly. This includes the preparation of MindMaps, and maintenance of the cash flow models, as well as the rebalancing of client asset allocations. I am a career administrator having worked in Financial Services administration for many years with a break to have my two children.
I have an Award in Financial Administration and a great deal of experience in the field. I was drawn to BpH Wealth by its genuinely caring approach to both clients and staff and I am looking forward to being part of the team.
In my spare time
I enjoy spending time with my children, family and friends. I love to go for long walks with my dog. I regularly have weekends away in the UK and love exploring new places. I enjoy visits to the theatre and cinema.
