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Saiffa Shams

Trainee 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.  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 friends and family.  I also like travelling and some of my favourite holiday destinations include America, Dubai and Greece.

Charity Committee:

I sit on the BpH Wealth Charity Committee together with my colleagues Michaela and Beth, which involves arranging fundraising events such as Macmillan Coffee Morning and Jeans for Genes Day.  We also donate and support local Harpenden charities on behalf of BpH and aim to help, where possible, with volunteering our time.