Helen started work in the financial services industry over 12 years ago, compliance checking direct to consumer product sales for an insurance company, before moving in to intermediary account management for several large life companies.
Prior to joining Beaufort she worked for a data company, managing relationships with a range of life companies, asset managers and platforms.
Helen holds the Diploma in Financial Planning and is working towards Chartered status.
The official bit
All financial advisers must be registered with the Financial Conduct Authority (FCA).
You can view Helen’s entry on the FCA Register by clicking here.
Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.
An adviser’s SPS must be renewed annually. We can provide you with a copy of Helen’s SPS on request.
Thrash metal music
Grey winter days