Helen Wright DipPFS

Helen joined Cambrian Associates in January 2012 as a Personal Assistant to Jason Lloyd-Jones, having previously always worked in the Finance industry.

She has achieved the Diploma in Financial Planning and is currently working towards Chartered Status.

Helen lives in Hawarden with her husband Paul and two teenage children, Bethan and Morgan.

In her spare time Helen enjoys going to the gym and walking their mad spaniel!

 

View Helen Wright's Statement of Professional Standing

 

Helen holds the following qualifications:

Diploma Qualifications
• R01 – Financial services, regulation & ethics
• R02 – Investment principles and risk
• R03 – Personal taxation
• R04 – Pensions and retirement planning
• R06 – Financial planning practice
• R07 – Advanced Mortgage advice

Certificate Qualifications

• CF6 –  Mortgage advice
• RO5 – Financial Protection
• ER1 – Equity Release

 

Contact Helen

Direct Line: 01244 526340

Email: Helen.Wright@cambifa.co.uk