At work

Helen’s role involves helping Nick work with high net worth clients. Helen is responsible for day-to-day financial planning advice for clients. A typical day will involve talking to clients, liaising with admin, client support and ensuring that appropriate recommendations are prepared and implemented for clients.

Helen has been in the profession since 1990 and holds a high level of financial planning qualifications, particularly relating to pensions and estate planning.


At home

Helen’s commitment shines through to her personal life as well. Her spare time is filled with church, music and running (not all at the same time!), with her husband by her side.

Helen is an accomplished church organist, as well as a trombonist for The Staffordshire Band. Not only that, but she has a passion for running: Helen has completed several 5ks, 10ks, half marathons and full marathons in both London and Brighton.

Spotlight questions

Getting to know

What do you enjoy most about your job?

Helping our clients to achieve their objectives which is often retirement, and helping colleagues understand the technical aspects of the work we do.

What motivates you at work?

Doing a great job, then being appreciated and thanked for it.

Who inspires you? Why?

Our clients; I deal mainly with retired clients who have worked hard and are now enjoying a life filled with nice things.

Tell us something people may be surprised to learn about you…

I play the trombone, piano and church organ. I’ve also run three full marathons, each time saying, ‘never again’.

What’s at the top of your bucket list?

Retirement! to live the life that we have helped our clients to live, but not for a few years yet.

contact us

We’re here to help

0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE