A new head of advice & compliance has been appointed at AV Trinity Chartered Financial Planners.
Helen Carey is a chartered financial planner and has worked in financial services for over 20 years. She is a fellow of the personal finance society and a member of the Chartered Institute for Securities & Investments.
Helen also works closely with the Chartered Insurance Institute as a senior examiner for their risk management papers. Helen is also a trustee of a major pension scheme.