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Charlotte Collier

Trainee Paraplanner

I’m a Trainee 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 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:

CII Level 4 Diploma in Financial Planning

In my spare time:

I enjoy keeping fit, holidays to far away destinations and spending time with my family and friends.