Tamnna Jethwa

Tamnna Jethwa

Paraplanner

I support both Michael and Simon. My work ranges from annual reviews and cash flows to research and report writing. I also work closely alongside John and Rachel to assist them as much as possible.

Time in the industry:

Since 2006

Education:

I graduated with a 1st Class Honours Degree in BA Financial Economics. Over the years, I have gained experience in pensions, protection policies, investments, bonds and structured products.

Focus:

At BpH, I am really excited to learn more about Financial Planning, which is key when we are advising our clients, as we wish to ensure all our clients are able to fulfil their aspirations, whilst maintaining a sound financial position to draw upon and pass on to their families and charities.

I also want to learn more and develop my skills as a Paraplanner. Having gained the Certificate in Life and Pensions, the next step is for me to obtain my Diploma in Financial Planning, moving onto becoming a Certified Financial Planner, which I am really excited about.

Interests:

In my spare time, I enjoy going to the gym, practising yoga, reading and listening to music. I also enjoy going to the theatre, cinema and dining with my family and friends.

I have recently acquired some new baking skills and so once in a while, I like to treat everyone to a homemade cake!