020 7614 1095

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Helm Godfrey
Marlow House
Lloyd's Avenue

In my role as a Wealth Management Administrator, I provide support for our paraplanners and advisers: ensuring all the information we need is accurate and up to date. My daily tasks include liaising with providers and preparing annual review documents for client meetings.

I have a BSc (Hons) Business Finance and Management and I am currently working towards my CII Diploma in Financial Planning.

Outside of the office, you’ll find me either in the gym or trying out a new food spot. I am also a petrolhead… so anything cars, racing and F1, I’m involved.