Helen has worked in the Financial Services industry for over 30 years working in various roles for Insurance Companies and Financial Advisers. Prior to joining Technical Connection she worked for Prudential for 19 years in their technical department.Her roles include setting up and running their technical helpline and working as a tax and trust technical manager.
Helen's key areas of expertise are trusts, IHT planning and taxation, she also has excellent presentational skills and an ability to translate complicated concepts into simple understandable terms.
Joined Technical Connection in January 2019.
Qualifications
- TEP - Trusts and Estates Practitioner
- AFPC - Advanced Financial Planning Certificate
