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Saiffa Shams

Trainee Paraplanner

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The nature of my work is very diverse:

I get involved with building lifetime cash flows, report writing, reviewing and aligning portfolios, servicing clients and all different areas of financial planning, such as protection, retirement, tax and estate planning.  I find product research and analysis very interesting, particularly when comparing existing client plans to what we are recommending.  I also enjoy attending client meetings with Simon Brown and being their point of contact when Simon is unavailable.

What gives me the greatest satisfaction is ultimately knowing how much a difference our financial planning and advice makes to our clients in helping them to achieve their goals and financial independence.

Qualifications:

Since joining BpH in 2015, I have completed the Certificate in Financial Services and the Certificate in Life and Pensions.  I have recently completed the Diploma in Financial Planning and will now be working towards the Accredited Paraplanner qualification with the CISI.  My longer term goal is to become a Chartered Financial Planner.

I graduated with a 2:1 Honours Degree in BA Financial Services and went on to graduating a second time, with a Distinction in MSc International Banking and Finance, both from the University of Northampton.

When not at work, I enjoy:

  • Cooking and baking
  • Going to the theatre
  • Socialising with friends and family
  • Travelling.