“I am proud of developing and building relationships with my clients. I have helped three generations within some families and therefore have that trusted status. Being able to maintain that client relationship for decades is quite special.”
- Locations
- Bristol, Cheltenham
Helen has worked at our Cheltenham office since 2013 as a Divisional Director and an Investment Manager. While she helps some trusts and charities, she mainly works with private clients with a range of portfolio sizes.
Helen tailors her approach to each client, making sure they can achieve their individual investment goals. She enjoys the challenges of keeping up with market developments on behalf of her clients.
Starting her career in 1991, Helen gained valuable experience working at Bell Lawrie White as an Investment Manager’s Assistant. Once qualified in 1998, she moved to Henderson Crosthwaite and then to Barclays Wealth, before joining the RBC Brewin Dolphin Hereford office in 2007, taking on the roles she has currently. She is a Chartered Fellow and a Chartered Wealth Manager of the Chartered Institute for Securities & Investment. Outside of work she is actively involved in Girl Guiding in Herefordshire, where she has volunteered for several decades.