Helen Finn - CFPML Chartered Financial Planners

HELEN FINN – OFFICE MANAGER

ProfileHelen oversees administration/sales support to advisers for Life, Pensions and Investments, whilst maintaining our compliance procedures and providing full organisational and management support to the team, to help ensure the smooth running of the office.  

Helen has 18 years’ experience within the financial services industry, starting her career at Reliance Mutual, then progressing to be a group pension administrator for a financial advisers in Tunbridge Wells before joining Campbell Fisk & Partners in 2004.  

Qualifications – Financial Planning Certificate no.1, CF3 Financial Protection, working knowledge of in- house databases eg, Iress and various management courses certificates.

Likes/hobbies/interests – Having a 6 year old son and a German Shepherd x Collie dog, keep her fit and busy!  She also swims once a week.    

Dislikes – weak coffee