legacy planning partners
Helen Jones
Administrator
Helen is an experienced Senior Financial Services Administrator specialising in bespoke operational support for high-net-worth clients. Committed to delivering an exceptionally high level of service, she manages complex client portfolios with strict attention to detail, accuracy, and absolute confidentiality.
Helen prides herself on acting as a trusted, reliable point of contact, ensuring that wealth management administration is executed seamlessly and to the highest professional standards.
In her free time, Helen likes to combine her love of nature and keeping fit by spending time outdoors with her family and dog. Equally, she likes to catch up and socialise with friends over dinner.
+44 121 512 0038
