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