Associate Partner
CurrentHelping people from all backgrounds make meaningful change to their finances. Working towards achieving financial security in the short and long terms.
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Helen W. is listed as Associate Partner at Helen Williamson Financial Planning, based in Fochabers, Scotland, United Kingdom. AeroLeads shows a matched LinkedIn profile for Helen W..
Helen W. previously worked as Project Sponsor for Lossiemouth Development Programme at Royal Air Force (Raf) and Personnel Support Officer at Royal Air Force (Raf). Helen W. holds A Levels from Totton College.
My goal is to help my clients achieve financial freedom; to take away the added stress, concerns and worries that money can bring, and move towards the future with financial security for their families.I believe that by helping my clients manage their finances in a holistic, proactive, approachable manner, I can help ensure they are financially protected in the short term, and secure in the long term. My plan is to work with my clients, to make the complicated simple; to educate them on their finances and work towards retiring when they want to. After 12 years in the RAF, I understand the military community, lifestyle and 'the offer' so work with many military families on working towards their life after service.I use Financial Goal Planning software to provide evidence behind the plan, to look at what you might want to do, what options you have, any changes you've been thinking of making, and assess the impact on your plan as well as how realistic and affordable your goals are.Whatever stage of life you are at, I believe you can benefit from a financial plan, to proactively work towards your dreams and goals.Helen Williamson Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 9/4/2024
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Fochabers, Scotland, United Kingdom
Helping people from all backgrounds make meaningful change to their finances. Working towards achieving financial security in the short and long terms.
Lossiemouth, Scotland, United Kingdom
Completion of requirement documents and writing business cases for over £100 million of public funds investment into infrastructure projects at RAF Lossiemouth. Liaising with stakeholders to ensure the requirements were set appropriately, in accordance with policy, and within affordable levels. Business cases all approved, and continued support to all projects finances within the Programme.
Lossiemouth, Scotland, United Kingdom
Various postings during 12 years service, including Infrastructure, Finance, Recruiting, Executive Support and Project Management.
Lossiemouth, Scotland, United Kingdom
Primarily managing work load for the Station Commander of a large RAF Station. Ensure Station project deadlines are met, organise visits; also drafting letters and staff work, proof reading submissions including honours and awards. Organisation of meetings for the Command Group (Senior Officers leading the Station) and information dissemination upwards and downwards, ensuring Senior RAF Officers and all Station personnel were informed appropriately with the introduction of weekly reports and weekly virtual briefings.
Cranwell, England, United Kingdom
Recruitment and Selection of Officers’ and direct entry Senior Non-Commissioned Officer Aircrew. This involved managing candidates through selection exercises including group discussions, problem solving, practical group leadership tasks and interviews. Also worked as part of the initial set up for RAF Rejoiners, assisting to set up the organisation, developing policy and processes as the scheme evolved. Organised several national events for promotion of the opportunities available and liaised with a number of organisations and employment charities to further advertising with no budget.
Falkland Islands
In the Falkland Islands, on site project management support for high level new buildings, including a Power Station, school, new developments to the harbour port and 3 buildings on remote mountain top locations. Also significant fire safety improvement works and business case writing.
Waddington, England, United Kingdom
Management of accounts team and all Station non-public funds to ensure compliance with Charities Commission legislation on behalf of the Trustee.
Lossiemouth, Scotland, United Kingdom
All administration support for a large Exercise held in a new location. Included management of accommodation, food and allowances for over 500 personnel. Organisation of visits including Chief of the Air Staff and an Olympic Gold medal winner. Communications project for the Station.
Kinloss, Scotland, United Kingdom
Drawdown and closure of all buildings at a Royal Air Force establishment no longer required.
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Helen W. works for Helen Williamson Financial Planning.
Helen W. is listed as Associate Partner at Helen Williamson Financial Planning.
Helen W. is based in Fochabers, Scotland, United Kingdom while working with Helen Williamson Financial Planning.
Helen W. has worked for Helen Williamson Financial Planning, Royal Air Force (Raf), Lastminute.Com Group, Hurtigruten, and Tui Travel.
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Helen W. holds A Levels from Totton College.
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