Remote File Reviewer
Before joining Helm Godfrey, I provided holistic financial planning to my clients using my knowledge and expertise developed over 25 years in the financial services industry. Multi-tasking, I also relished fulfilling the Compliance Manager role.
As Helm Godfrey’s Compliance Manager, I am an ardent believer in Treating Customers Fairly and ensuring that positive compliance is at the core of Helm Godfrey’s business.
As the Money Laundering Reporting Officer (MLRO) I also ensure the firm’s compliance with anti-money-laundering (AML) policies and procedures and make sure steps are taken to mitigate risks effectively.
Away from the office, I keep the visually hungry side of my brain satisfied by being a keen photographer. I also like to travel and visit new places and experience new cultures with my husband.
My teenage son and dog keep me busy and active; I relax by reading and socialising with friends.