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.
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.