Before joining Helm Godfrey, I provided holistic financial planning to my clients using my knowledge and expertise developed over 25 years in the financial services industry. Multi-tasking, I also relished fulfilling the Compliance role.
As well as being a member of the Helm Godfrey Board I am a member of the Risk Committee, Investment Committee and act as Training and Competence Supervisor to several of the company’s financial advisers.
I am proud to be a Wellbeing Champion and mental health first aider at Helm Godfrey.
As Helm Godfrey’s Compliance Director, I am an ardent believer in Treating Customers Fairly and ensuring that positive compliance is at the core of Helm Godfrey’s business.
As the Money Laundering Reporting Officer (MLRO) I also ensure the firm’s compliance with anti-money-laundering (AML) policies and procedures and make sure steps are taken to mitigate risks effectively.
Away from the office, I keep the visually hungry side of my brain satisfied by being a keen photographer. I also like to travel and visit new places and experience new cultures with my husband.
During the pandemic, I took up paddleboarding and this is now a new passion of mine.
My son and dog keep me busy and active; I relax by reading and socialising with friends.