Senior Adviser Support
My role at Helm Godfrey is to provide paraplanning support to wealth management advisers. I engage in a variety of day-to-day responsibilities including writing bespoke suitability reports and maintaining client files in line with compliance procedures. As a graduate with a First-Class BA honours degree in Banking and Financial Management I strive to continuously increase my industry specific knowledge. I hold the Diploma in Regulated Financial Planning and am currently studying towards achieving the CII Advanced Diploma.
Away from the office I enjoy teaching myself both acoustic and electric guitar. I also enjoy reading a variety of fictional genres and reading around non fictional points of interest.