Helen Howcroft Bsc Fpfs

Helen Howcroft has extensive work experience in the financial planning industry. Helen is currently the Private Client Director and Head of Women's Financial Advice & Senior Chartered Financial Planner at atomos wealth. Prior to this, they were the Managing Director and Financial Adviser at Equanimity IFA, where they provided wealth planning services for business owners and high net worth individuals. Helen also worked as a Senior Sales Consultant at AEGON Scottish Equitable and as an Account Manager at Prudential Assurance, where they focused on pension and corporate pension advice. Helen started their career as a Trainee Broker Consultant at NPI and gained experience in complex financial planning cases. Helen also worked as a Sales Adviser at Legal & General, advising clients on healthcare and protection. Helen's early career included an administrative role at HLW Insurance Brokers.

Helen Howcroft BSc (Hons) FPFS completed their undergraduate degree in Business Information Systems from the University of Wales, Cardiff, graduating in 1996.