Helen

Operations Consultant

Qualifications key

Meet Helen

At work

I have over 20 years of experience in financial services operations, compliance, HR and business management. I work closely with advisers and support teams to improve processes, strengthen regulatory standards and help deliver excellent outcomes for clients. My role focuses on the smooth day-to-day running of the business, overseeing operations, compliance, HR, systems and business improvement initiatives to support an efficient, well-governed and client-focused service.

At home

Outside work, I’m usually running, planning a ski trip, or obsessing over the details of my next holiday — self-declared holiday planner extraordinaire. I also volunteer with a local charity that is close to my heart; it’s something I’ve been doing for a while now and I wouldn’t have it any other way.

Get to know

Helen

On an ideal weekend, you can find me:

You’ll usually find me at parkrun, pottering in the garden, fundraising for a local charity, or researching my next holiday.

My favourite holiday destination is:

Thailand island hopping (so far).

My favourite song to play in the car is:

Miley Cyrus – Party in the USA.

My pet peeve is:

Lack of ownership.

The three small things that make my day better are:

Good news, good company and a run in the fresh air.

The one thing I’m most passionate about is:

Creating a positive impact in my career. 

The first album I bought was:

Pet Shop Boys – Actually.

If I could be any fictional character, I would be:

Mary Poppins – because she can somehow bring order to complete chaos!

The three qualities that draw me to new people are:

Honesty, humour and a can-do attitude.

Have a question?

Get in touch with us

Talk to us about your financial future. Complete the form below and we’ll be in touch.

https://futureplanningwm.co.uk/financial-advisor-swindon/
Future Planning
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.