Principal
01483 330 511

Originally from Glasgow, Helen attended Strathclyde University and holds a degree in Economics and Economic History. She launched her career in financial services in 1989, when she realised her ambition to offer a personalised financial planning service to clients.

Helen provides a wide range of planning and advice for private clients, with particular expertise in investments, pensions and IHT planning. She is also a qualified Chartered Financial Planner.

Away from work, Helen enjoys tennis, golf, cycling, cooking, travel and cinema. She is committed to taking part in an event for charity every year.

Other Punter Southall Financial Management Members