Qualifications

  • CF1 UK Financial Services, Regulation & Ethics
  • FA1 Life Office Administration
  • FA2 Pensions Administration
  • LP2 Financial Services, Products & Solutions
  • Certificate in Regulated Financial Services Operations

Accreditations

  • CertPFS Certificate Member of the PFS
Team member

Helen Stanley

Helen Stanley

Financial Services Administrator
01905 419892 hstanley@britannicplace.co.uk

What you'll find me doing at work

I worked with Barclays Bank PLC for 22 years, and on moving to Malvern from Burton on Trent in 2012, and following a career break, I took up a position with a Financial Adviser Firm.
I have 9 years’ experience working in the Financial Planning industry, and moved to Britannic Place in 2022.

My daily administrative tasks include producing valuations, completing new business applications, booking in annual reviews and meeting and greeting clients.

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.

Qualifications

Accreditations

In the spotlight

Get to know Helen a little better.

What’s at the top of your bucket list?

Discovering more of Italy following a honeymoon 6 years ago to Rome.

What one thing is guaranteed to make your day better?

Sunshine

What app on your Smartphone could you not survive without?

Twitter

Get in touch, we’d love to help you

If you have any questions or queries, a member of the team will always be able to help. Feel free to use the form below or contact us via phone or email.

    01905 419890 info@britannicplace.co.uk

    14 The Tything, Worcester, WR1 1HD

    Britannic Place Financial Management Limited is registered in England & Wales – Company No. 05899086 – Registered Address: 20 Camp Hill Road, Worcester, WR5 2HE.

    The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Decisions should not be taken based on the content of the website and individual advice should be sought first. The regulations, levels and bases of taxation are subject to change.

    Britannic Place Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Our FCA Number is: 588420.

    The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

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