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Saiffa Shams

Paraplanner

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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 a difference our financial planning and advice makes to our clients in helping them to achieve their goals and financial independence. I am currently studying towards the Accredited Paraplanner (APP) qualification with the Chartered Institute of Securities and Investments (CISI). 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 cooking and baking, going to the theatre and socialising with my family and friends.  I also like travelling and some of my favourite holiday destinations include America, Dubai and Greece.