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.

 

Profile photo of Emily Wells

020 7614 1040

Contact Emily

Helm Godfrey
Marlow House
Lloyds Avenue
London
EC3N 3AA

View on Google Maps