01752 228382
info@westfm.biz
1 Lockyer Road, Mannamead, Plymouth, PL3 4RL
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Helen West (Married Name Meneilly) Date of Birth 26th March 1960 Financial Planning Certificates 1,2 & 3 AFPC Taxation & Trust G10 AFPC Mortgage Market AFPC Personal Investment Planning G20 AFPC Pensions G60 AFPC Retirement Options K10 Long Term Care CF8 Investments CF2 BUSINESS EXPERIENCE Ivor Jones & Company, 1b Costly Street, Ivybridge, PL12 ODB Independent Financial Adviser 1998 - December 2003 Guardian Financial Services Ballam Road Lytham St Annes Lancashire FY8 4JZ Company Adviser 1990 - 1998 responsible for the non IFA client bank within the South West. COMMITTEES PFS Area Liaison Officer (Devon, Cornwall and Exeter) MDRT Secretary to International European Zone 2002, 2003 Parent Governor, Hyde Park Junior School 2006, - 2008 ASSOCIATIONS/MEMBERSHIP MDRT - The Premier Association for Financial Advice PFS - Personal Finance Society CII - Chartered Institute of Insurance Plymouth Chamber of Commerce Roborough Rotary Club Mutley Baptist Church |
