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Helen West APFS - Director (Married Name Meneilly) D.O.B 26th March 1960
Chartered Financial Planner
Helen lives in Plymouth with her husband, Bill, and daughter Sarah. Helen started her financial services career in 1998 and has been an independent financial adviser for over 10 years. Over the years she has acquired a wealth of experience, together with numerous advanced qualifications in Taxation & Trust, Investment Planning,
Advanced Pensions and Long Term Care. She has achieved Chartered Status and continues to maintain an extensive professional development programme, which is measured on a regular basis.
Committed to best practice, Helen is currently an active member of the CII, the Personal Finance Society (PFS), the Million Dollar Round Table (MDRT), the world’s premier association of financial professionals |
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
JO1 - Personal Tax
JO7 - Supervisor in a Regulated Environment
J08 - Financial Planning Practice
ISO 22222
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) 1991 - 2009
MDRT Secretary to International European Zone 2002, 2003
MDRT Marketing Commitee - 2002 2004 2008 2009
Vice Chair, Hyde Park Junior School 2006 - 2010
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
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