Helen Carey FPFS

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Helen Carey FPFS
Head of Advice & Compliance / Chartered Financial Planner

 

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Helen has worked in Financial Services since 1999. She is a Fellow of the Personal Finance Society, Member of the Chartered Institute for Securities and Investments, and a Chartered Financial Planner. In addition, Helen works with the Chartered Insurance Institute in the development and scrutiny of financial advice-related examinations and is a Senior Examiner for their Risk Management papers.

“I am passionate about delivering high quality financial advice to clients, and at AVT this is at the heart of our business.  I am a supporter of improving the quality and availability of financial education in the UK, and have provided financial education in the workplace for UK employers: I’ve delivered financial education in schools: and worked with Dame Kelly Holmes delivering financial education to groups of young athletes as part of her motivating initiative “On Camp with Kelly”

How I can help -

  • Pension Transfer Specialist
  • Advising on complex needs
  • Equity Release

My achievements and advanced qualifications

  • Head of Advice & Compliance
  • Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • PCIAM (Private Client Investment Advice & Management)
  • AF1 (Personal tax & trust planning)
  • AF3 (Pension planning)
  • AF5 (Financial planning process)
  • Presenter at AV Trinity seminars

 





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