Introducing Helen

Helen started working as an administrator for a small firm Independent Financial Adviser before becoming an account executive for a SIPP provider in Bristol. She joined Citimark (now Bowmore Financial Planning) as a Senior Administrator in 2016, later transferring to the role of Paraplanner after completing her Diploma in Financial Planning.

As part of her role, Helen can be found writing reports, conducting research into financial solutions for clients and liaising with advisers and their clients. Helen specialises in Platform investments and MPS solutions.

Tell me more

What do you enjoy most about your job?

Finding the best solutions for our clients and organisation.

How do you like to spend your time outside of work?

Fitness: circuits, tag rugby, softball, running & cycling.
Dog walks with my Dalmatian and spending time with my two-year-old daughter.

What made you decide to do the work you’re currently doing?

I enjoy complex work that requires attention to detail and problem-solving. And I wanted to take up the opportunity for progression to paraplanning and gaining more technical knowledge.

One thing that is guaranteed to make your day better…

Being outside.

What is one personal rule that you never break?

Kindness to others.

What would your specialist subject be on Mastermind?

The TV show, “Gilmore Girls”.


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