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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
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