Who we are

About Us

Accomplish Planning is headed up by Helen Lacey, DipPFS, CertPFS (Paraplanning). See Helen’s LinkedIn profile here

Helen began her career in Financial Services in 2004 providing administrative support, progressing to a Paraplanner role and attaining Level 4 Paraplanner certification in 2016.  

Helen achieved DipPFS status in 2018, making the move from Senior Paraplanner to Technical Manager.  

With a passion for learning and career development, she has since passed 4 Level 6 exams, following a path to Chartered status. Helen has experienced working within a sole adviser AR firm, and a directly authorised multi adviser firm. Her career to date has encompassed providing a wide range of financial services support, from portfolio planning to regulatory administration.  

Helen brings her industry experience to Accomplish Planning, to offer a suite of services to meet your needs.  

Accomplish Planning is fully insured, including Professional Indemnity cover – details can be provided on request

Helen Lacey

What we do

Our Services

Compliance Services

We offer a bespoke compliance support service, based upon your needs and requirements, ensuring your business meets regulatory requirements, including:

  • Establishing a Vulnerable Persons Policy, creating recording templates, review of client cases 
  • Complaints handling, preparing summary resolution & final response letters 
  • Assisting with preparation for meeting FCA Consumer Duty obligations  
  • Negotiating your PII renewal using our industry contacts 
  • FCA Reporting, from troubleshooting to support and completion  
  • Compiling key operational documentation for your business

Support Services

We provide tailored administrative support, on a flexible basis, giving you back your time. Including:

  • Preparation of comprehensive & compliant, yet client friendly, planning reports   
  • Production of client reviews including portfolio valuations, asset allocation analysis and risk profile assessment 
  • Formation of accurate lifetime cashflow modelling and analysis 
  • Completion of thorough, well-structured research reporting

Advisory Services

We can develop your proposition by finessing business planning solutions and supporting you in the following areas:  

  • Business Advisory 
  • Operations Advisory 
  • Regulatory Advisory 
  • Project Management Advisory 
What people think

Testimonials

Thomas & Co Financial Advisers

“Helen is very knowledgeable, conscientious & hard-working, who would be an asset to any company. Her attention to detail, accuracy and organisational skills in particular are of an extremely high standard. She is always friendly, polite yet professional in all she does.”

Hinckley Investments

“Helen is a hard-working, pleasant mannered and trustworthy person. She is always very helpful and knowledgeable. Helen assisted me with some very helpful solutions to a complicated and time-consuming job in hand with extreme organisational skill. Helen’s communication and listening skills are part of the many qualities I found the most endearing.”

Talk to us

Get in touch

Company Registration Number: 14506016



Registered Office Address:

71-75 Shelton Street, Covent Garden, London, WC2H 9JQ
hello@accomplishplanning.com