What you'll find me doing at work
I began my career with Barclays Bank PLC before relocating from Burton upon Trent to Malvern in 2012. Following a career break, I joined a Financial Adviser firm and continued to build my career within the Financial Planning industry.
With many years of experience in financial services, I joined Britannic Place in 2022. In my role, I provide key administrative support to the advisers and wider team, helping to ensure the smooth running of client services.
My responsibilities include producing client valuations, managing new business applications, coordinating annual review meetings, and welcoming clients to the office, ensuring they receive a professional and friendly experience.
Where you'll find me after work
At home with my family, having recently moved home, I am enjoying redecorating. I also enjoy walking the Malvern Hills, reading, and the occasional cake baking.
How I'm qualified to help you
I have vast experience in the financial services sector and throughly enjoy meeting clients. Attention to detail is my thing and timely completion of end to end processes.
In the spotlight
Get to know Helen a little better.
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