020 7614 1016


Helm Godfrey
Marlow House
Lloyd's Avenue

I provide administrative support for the paraplanner and advisers, making sure the information required by them and our clients is maintained and up to date. The tasks can vary dealing with many providers, but it usually includes submitting new business and following that through to completion.

I am currently working towards my CII Diploma in Financial Planning to improve my technical knowledge: using that, along with my experience to help the advisers provide the best service we can for our clients.

Outside of work I am an avid cyclist and like to take part in charity bike rides, such as the Great North Bike Ride. I am also a big sports fan, including Football and Formula One.