West Financial Management Independent Financial Advice throughout

Plymouth, Devon and Cornwall from

West Financial Management Co. LTD
Telephone: 01752 228382

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West Financial Management Co Ltd is authorised and regulated by The Financial Services Authority

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This is a link to an external site, West Financial Management is not responsible for the accuracy or content of the information within this sites pages which is provided for information only.
This is a link to an external site, West Financial Management is not responsible for the accuracy or content of the information within this sites pages which is provided for information only.
Helen West (Married Name Meneilly)

Date of Birth 26th March 1960

Qualifications

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
JO7 - Supervisor in a Regulated Environment

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/Memberships

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

West Financial Management Co Ltd is authorised and regulated by The Financial Services Authority and is entered on the FSA register (www.fsa.gov.uk/register/) under firm reference No. 230809 Registered in England and Wales under Company Reg No. 4985517 The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based within the UK, or UK ex-patriates.