Charlotte Collier

Paraplanner

I’m a Paraplanner at BpH Wealth:

I joined BpH Wealth in October 2019 as part of the paraplanning team. My key role is to provide the Financial Planners with additional technical support. This involves undertaking product research and analysis, helping to create lifetime cash flow models, report writing along with reviewing and rebalancing portfolios.

Having grown up in Harpenden and attended Sir John Lawes School, I enjoy living and working locally. I started my career in the wealth management profession in 2006 and achieved my Diploma in Financial Planning in 2017. My next goal is to achieve Chartered status, I am currently half way through achieving this.

I am passionate about helping clients plan ahead for the future in a cost effective and tax efficient manner so they can achieve their lifetime goals.

Qualifications:

Currently working towards CII RQF Level 6 Advanced Diploma in Financial Planning

CII Level 4 Diploma in Financial Planning

Certificate in Life and Pensions

In my spare time:

I enjoy keeping fit, spending time with my family and friends and holidays to far away destinations. Previous holiday destinations included Australia and the Costa Rica.