Helen was promoted to the Board in May 2015 to undertake the Compliance Oversight and Money Laundering Reporting Officer roles.  She was also appointed Company Secretary in 2018.

Helen’s role is supported by her experience ‘in the field’ having been a Level 4 qualified adviser for 14 years until she stepped down in 2020, having first joined Altorfer as a Paraplanner in 2004.  She also holds the CII qualification for Supervision in a regulated environment.

Before joining Altorfer Helen studied business and finance at college, and law at the University of Hertfordshire.  She started her financial services career as a Paraplanner and Trainee Adviser at an IFA firm in 2001.

Altorfer is authorised and regulated by the Financial Conduct Authority.