Helen heads up administration and accounts and is responsible for ensuring the business operates efficiently. She brings to the practice many years of valuable experience not only in financial services but also in accountancy and manufacturing.

Helen started her career in the Manufacturing sector, working in many roles and departments; Helen left her final position as PA to the European Financial Director after 10 years service.  In 2002 Helen decided to have a change in career and started working in the Financial Sector as PA to one of the Partners at Deloitte.

In 2004 Helen had the opportunity to join a very busy mortgage brokers as Office Manager. Wanting to gain more experience in broader financial planning, Helen then held the position of Office Manager at St James’ Place Partnership where she worked until the arrival of Harry in 2012.

Helen has a very busy family life outside of the business and enjoys walking, keeping fit and travel.