Mark Godfrey-Evans

Trainee Paraplanner

I provide adviser support:

Having started as an Investment Administrator, I am now working primarily as a Paraplanner while spending some time in my previous role as Client Services Assistant. My role as Paraplanner involves report writing, cash flow preparation, attending client meetings along with research and analysis for the advisers. When working as a Client Services Assistant I help with preparation for client meetings, including preparing investment instructions and general client maintenance.

I’ve been with BpH Wealth since 2019:

Having grown up in Harpenden, I joined BpH in 2019 after taking some time out after graduating from Warwick University in 2016. I took some time out to go solo traveling in Tokyo, Australia, and New Zealand before returning home and deciding to undertake a career in finance. I’m looking forward to taking further qualifications and opportunities within BpH.

Qualifications:

I have a degree in Maths & Computer Science and I have achieved a Diploma in Regulated Financial Planning. I am currently studying towards the Chartered Financial Planner qualification.

In my spare time:

I am a keen sportsman and enjoy both taking part in and watching a number of sports. I play squash and tennis for the local clubs and am always challenging myself to improve. I am also a keen golfer and am hoping to break into single figures soon.