My role at Helm Godfrey involves providing paraplanning and administration support to one or more of the wealth management advisers. Primarily, this involves undertaking product research and writing bespoke suitability reports for our clients. In addition, I assist in the construction of cash-flow plans and process applications when necessary.
I hold the Diploma in Financial Planning and I am currently working towards achieving Chartered Financial Planner status.
Away from the office, I enjoy travelling and spending time with my family and friends.