Helen Isherwood DipPFS
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FlashIntel GPTHelen Isherwood DipPFS is a confident and knowledgeable Paraplanner with 11.3 years of experience in the Financial Services industry. She holds a Diploma in Regulated Financial Planning (DipPFS) and is now working towards chartered status. Helen has worked at various companies, including Continuum (Financial Services) LLP, Prosperity Wealth, Torquil Clark, PAUL MCALLEN & CO LIMITED, and Continuum (Financial Services) LLP. She has a strong background in financial services and has worked with a range of clients, including individuals, small businesses, and large corporations.
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About
Having worked in the Financial Services industry for almost 7 years, I am a confident and knowledgeable Paraplanner. With my Diploma in Regulated Financial Planning (DipPFS) already secured, I have now started working towards chartered status.
Work Experience
Paraplanner
Financial Services
Helen Isherwood DipPFS's Professional Milestones
- Paraplanner (2021-05-01~): Creating precise schedules and coordinating travel arrangements to meet client schedules.
- Paraplanner (2018-01-01~2021-04-01): Creating and implementing sustainable projects, promoting sustainable development and environmental stewardship.
Certification
Colleagues
Mayank Prakash
group coo evelyn | ned uber uk and softcat | wealthtech chair | fund solutions director | bcs nom rem co chair | all views my own |
James Gordon
Chief Executive Officer
Salman Momen
Chief Technology Officer | Financial Services
Terry Greenwood
having 20 years regulatory experience across financial services and being a business owner gives me a unique perspective
Liz Imrie (Sambell)
product owner at evelyn partners
Other Named Helen Isherwood DipPFS
Frequently asked questions
We found 2 Helen Isherwood DipPFS's email addresses
We found 1 Helen Isherwood DipPFS's phone numbers
Helen Isherwood DipPFS's social media include: Linkedin,
Helen Isherwood DipPFS works for Evelyn Partners
Helen Isherwood DipPFS's role in Evelyn Partners is Paraplanner
Helen Isherwood DipPFS works in the industry of Financial Services
Helen Isherwood DipPFS's colleagues are Mayank Prakash,James Gordon,Salman Momen
Helen Isherwood DipPFS's latest job experience is Paraplanner at Evelyn Partners
