020 7614 1031


Helm Godfrey
Marlow House
Lloyd's Avenue

My role at Helm Godfrey is to provide administrative support to the Wealth Management administration team. My day to day duties consist of a number of different tasks such as; uploading new documents to client files and making sure they are filed correctly, adding new clients to the database and running anti-money laundering checks in line with our compliance procedures, contacting providers to follow up on new business and preparing annual review documents for client meetings.

Away from the office I enjoy spending time with my friends and family, travelling and taking my dog for walks.