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.
In the spotlight
Get to know Helen a little better.