Emily Wells

Junior Paraplanner

My role at Helm Godfrey involves providing paraplanning and administration support to Mark Finster. Primarily, this involves writing bespoke suitability reports for our clients. In addition, I assist in the construction of cash-flow plans and process clients applications.

I am currently working towards my Diploma in Financial Planning.

Away from the office, I enjoy waterskiing and spending time with my family and friends.


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020 7614 1040

Contact Emily

Helm Godfrey
Marlow House
Lloyds Avenue

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