Helen Carey FPFS

Chartered Financial Planner and Compliance & Operations Director at AV Trinity.

Helen Carey is a Fellow of the Personal Finance Society, a Chartered Financial Planner and Compliance & Operations Director at AV Trinity.

She has more than 25 years’ experience in financial services and specialises in pensions, investments, Pensions on Divorce Expert (PODE) reports, compliance and governance.

Helen is a qualified Pension Trustee and holds a Certificate in Sustainable Investing from the University of Cambridge.

Before joining AV Trinity in 2016, she held roles at Norwich Union, Aviva, Santander, NEST Pensions and Capita. She sits on the pensions and investments Independent Governance Committees of Legal & General and Vanguard, and previously held the same position at Hargreaves Lansdown for ten years.

Helen has also served as a Senior Examiner for the Chartered Insurance Institute since 2012.

On the AV Trinity website, Helen writes about pensions, investments and financial planning. Her articles address questions that come up around retirement planning, pensions on divorce and responsible investing.