I joined BpH Wealth in October 2020
I am a recent graduate in Philosophy, Politics and Economics from the University of Leeds. I was initially taken on to develop the online brand of BpH Wealth. 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 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.
I now also 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.
