Chartered Financial Planner
I joined Helm Godfrey as a paraplanner, as it is a very forward thinking firm giving everyone the opportunity to develop themselves by using their existing industry knowledge and encouraging us to learn more. I am now working as a Financial Adviser. I enjoy helping clients use their finances to achieve their goals and objectives, whether that’s saving for a deposit on a house or help to plan for their retirement.
Investing money can be a daunting process for many people mainly due the complexities involved. I take pleasure in guiding clients through the various options, and putting a tailored financial plan in place. As clients’ circumstances change, and taxation and legislation changes, it is crucial to have an ongoing relationship in order to constantly review and update this financial plan.
I love to travel. In my free time I enjoy seeing my friends and spending quality time with my family.