Financial Planner
Helen started as an administrator and worked her way to a management role. During this time, she obtained her Diploma for Financial Advisers and has not looked back since. Since achieving her qualifications, her main focus has been around private client wealth management and retirement planning, having worked with a variety of clients, supporting them in achieving their financial goals.
Helen prides herself on communicating with clients at all levels of financial experience and explain things in a way that cuts out the financial jargon to make complex topics easy to understand. She believes that her qualifications and experience enable her to deliver an outcome that is best for her clients and their financial objectives.
Outside of work Helen enjoys training at the gym and unwinding with a good book. Helen spends a lot of her spare time with her husband chasing their daughter Zara around their local parks and soft plays.
