Helen Parker FPFS, FIFP, CFPcm

Helen began her career in Financial Services in 1990 with the IFA arm of a general insurance brokerage where she gained vast experience in the areas of both corporate and personal financial planning.  Since 2006, Helen has focused on providing support in all areas of personal financial planning including lifetime cash-flow forecasting encompassing all areas of protection, investment and pre and post retirement financial planning advice.

Helen is one of just 72 Fellows of the Institute of Financial Planning in the UK, representing the pinnacle of the Financial Planning profession.

In addition, Helen holds both the Certified Financial Planner license and Chartered Financial Planner status as well as being a Fellow by examination of the Personal Finance Society. Helen is committed to developing and promoting professionalism within financial planning and is one of only a few individuals who do not advise clients on full-time basis holding these qualifications.

Helen joined Clay Rogers in 2008 to provide paraplanning support to Managing Director, Mark Rogers and now provides advice to clients alongside her paraplanner support role.

Email: helenp@clayrogers.com