I am part of the paraplanning team:
I get involved with building lifetime cash flows, report writing, research, reviewing and rebalancing portfolios and all aspects of financial planning, such as retirement and tax planning. I find product research and analysis very interesting, particularly when comparing and evaluating clients’ existing plans to what we are recommending.
What gives me the greatest satisfaction is knowing how much of a difference our financial planning and advice makes to our clients in helping them to achieve their goals and financial independence. My longer-term goal is to become a Chartered Financial Planner.
I joined BpH Wealth in 2015 and prior to that I was working as an Account Manager for an Independent Financial Advisory firm in Northampton.
Qualifications:
Diploma in Financial Planning
Certificate in Life and Pensions
Certificate in Financial Services
Distinction in MSc International Banking and Finance
2:1 in BA (Hons) Financial Services
In my spare time:
I enjoy spending time with my husband and two daughters, cooking and baking and socialising with my family and friends. I also like travelling and some of my favourite holiday destinations include the USA, Dubai and Greece.
