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 hope to become a financial adviser in the future.
I work with experienced advisers. I spend my day researching financial data and writing client reports. This entails keeping up to date with new legislation and developments within the financial industry, which is something I have always found fascinating. I have achieved Chartered Financial Planner status.
I love to travel. In my free time I enjoy seeing my friends and spending quality time with my family.