Helen joined the Financial Services industry in 1998, and has worked in a variety of compliance and sales roles for large life and pension providers. She has spent the last 3 years advising a mixture of individual and business clients as an Independent Financial Adviser based in Reading. Helen joined Lighthouse Carrwood in September 2017 as an Independent Financial Adviser, and is able to advise clients in all areas of financial planning, including pension transfers.
Helen graduated from the University of Reading with a BSc Hons degree in Geography, holds the Diploma in Financial Planning and is working towards Chartered status. She is a Committee member for the Personal Finance Society (PFS) in the Thames Valley, and takes an active interest in local ladies networking groups. Historically Helen has worked predominantly with Company Directors and owner-managed businesses.
In her spare time travelling is Helen’s passion. She also enjoys spending time with her family and keeping fit by running, cycling and going to the gym.
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Pennant House, 1-2 Napier Court
T: +44(0) 118 950 3895