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
