BROADSTONE Pension and Investments Ltd have announced the appointment of Helen Wilson as a consultant in their Bristol office.
Helen joins BROADSTONE having previously worked for Grant Thornton and Albert Goodman and also in a joint venture with a legal practice in Edinburgh.
Her financial advice career began in 1987 and she became an independent financial adviser in 1994. Helen has worked predominantly with High Net Worth individuals in the SME and Owner Managed Business sector. As a result, Helen has advised a broad range of clients, in most private and public sectors, in respect of their personal and business strategies.
Commenting on Helen’s appointment, Matthew Phillips, managing director at BROADSTONE, explained,
“We are delighted to announce that our office in Bristol has made such a significant appointment. We have some very exciting plans for the external marketplace in that area, which we hope will produce new business opportunities. Today’s appointment underlines our commitment to driving business growth and providing existing clients with expert advice, significantly enhancing BROADSTONE’s position as a market leader in independent financial planning.”
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