Helen West

Job Title: Director and Chartered Financial Planner

Helen has been a qualified Independent Financial Adviser since 1998, achieving the Chartered Financial Planner status in 2010.  Helen has acquired a wealth of experience in Inheritance Tax Planning and Trusts, Investment Planning, Pensions and Long Term Care. She is also actively involved with Roborough Rotary, Mutley Baptist Church and is a Trustee for YMCA Plymouth.