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    Helen Whalley


    My background is mainly in the legal sector, having worked for solicitors as a Legal Secretary/PA/Receptionist.

    I’ve recently returned to Wealth Experts after nearly 10 years. I helped to set up WE originally so it’s great to see how the business has grown. It’s also great to be back working alongside some familiar faces and many new ones too.

    What do you enjoy most about your job?

    My job is very varied and no two days are the same. I like to put a face to the name of the clients we look after and hopefully provide a friendly and welcoming atmosphere to make sure clients get a great experience from start to finish.

    How do you most like to spend your time outside of work?

    For me there’s no place like home and I’m at my happiest when I’m relaxing with my husband with some good food and a nice glass of wine!

    Something guaranteed to make your day better…

    A big cuddle from my two Westie dogs.

    Book a meeting with one of our wealth experts, call 01782 345100 or book online.

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