My role in Helm Godfrey is a Wealth Management Adviser Support administrator. I work to help two senior financial advisers provide comprehensive financial planning to their clients. This see me preparing for client meetings and reviews, liaising with product providers and helping clients when they get in touch. I have worked in the financial service industry for a number of years and as well as bringing a range of experience I have gained my Certificate in Personal Financial Planning and am working towards the Diploma In Regulated Financial Planning.
I help Helm Godfrey take care of the client’s financial wellbeing by putting the client first. Good financial health is as important as physical and mental health and I believe they overlap. I work to provide the best administrative support to the client and advisers by reviewing my ways of working and speaking to others for their expertise.
Away from the office I spend some of my time volunteering and at the moment that means walking dogs at the weekends. I volunteer for a charity that helps the housebound and ill keep their pets. I help out with other charities too when I can and I enjoy travelling and spending time with my family and friends.