Helen Sullivan

Financial Administrator

Meet Helen

At work

Helen has more than 15 years’ experience in financial services, having worked for a high street bank, a Mortgage Advisory firm and another Independent Financial Advisory firm.

As one of our Financial Administrators, Helen’s role involves providing office support to our team and client support to the people we work with. She loves the variety that each day brings!

At home

Helen loves to read (anything with a happy ending!), try new restaurants, go for long walks with her dog and catch up on TV box sets (Sons of Anarchy, Grey’s Anatomy and Game of Thrones, to name a few!).

She also enjoys city breaks and family holidays, her favourite destinations being Barcelona and Las Vegas; mainly for the food and weather!

Get in touch

If you would like to learn more or book a no-obligation initial meeting, we would love to hear from you. Enter your details below and we will be in touch.

    Please read our Privacy Policy.