As a Paraplanner, Helen is primarily responsible for the preparation of our Statement of Advice documents. Helen works closely with the Financial Advisers to understand the client’s financial goals and objectives and to help the clients achieve the best possible outcome for their unique circumstances.

Helen has worked in the financial planning industry for over 20 years, across both administration and paraplanning roles.

Outside of work Helen likes spending time with her husband and two boys who are now in their 20’s and making their own way in the world. Helen also enjoys planning and going on holidays.

Cherie is our Client Support Officer and is the first face you will normally meet when you visit our office. Cherie works closely with the team to ensure the office runs smoothly and assists the Financial Advisers. Cherie is your first point of contact for making appointments and is responsible for preparing all the documents prior to client review appointments. Cherie liaises with the product providers and assists clients with general administration queries.

Outside of work, Cherie loves spending time with her family and friends and is always planning her next adventure.