Helen Stevens
Paraplanner
professionally
Helen has more than 25 years’ experience in financial services, supporting both advisors and clients across a wide range of financial planning needs. Throughout her career, she has developed extensive knowledge and remains committed to delivering a high standard of service and support.
As a Paraplanner, Helen assists with a variety of administrative and analytical tasks, including report preparation and research. She takes pride in building long-term relationships with clients and colleagues alike and strives to ensure every client experience is as positive, efficient, and straightforward as possible.
personally
Outside of work, Helen enjoys spending time with family and friends and can often be found relaxing with a good book on a sunny day. She also enjoys dining out, visiting the theatre, and spending time in the garden, although she’d be the first to admit that weeding isn’t her favourite task.
Always keen to explore, Helen enjoys discovering new places, experiences, and opportunities whenever she can.
Helen in the spotlight
My favourite holiday destination is:
Anywhere warm and sunny and if there is a beach included, even better
My favourite song to play in the car is:
Fast Car – Tracy Chapman
The three small things that make my day better are:
Laughing, kindness and sunshine
