Helen W.
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Helen W. Email & Phone Number

Associate Partner at Helen Williamson Financial Planning
Location: Fochabers, Scotland, United Kingdom 13 work roles 2 schools
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Current company
Helen Williamson Financial Planning
Role
Associate Partner
Location
Fochabers, Scotland, United Kingdom

Who is Helen W.? Overview

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Quick answer

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.

Profile bio

About Helen W.

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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Helen W.'s current company

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Helen Williamson Financial Planning
Helen Williamson Financial Planning
Associate Partner
13 roles

Helen W. work experience

A career timeline built from the work history available for this profile.

Associate Partner

Current
Helen Williamson Financial Planning

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.

Oct 2021 - Present

Project Sponsor For Lossiemouth Development Programme

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.

Jul 2020 - Nov 2021

Personnel Support Officer

Lossiemouth, Scotland, United Kingdom

Various postings during 12 years service, including Infrastructure, Finance, Recruiting, Executive Support and Project Management.

Nov 2009 - Nov 2021

Command Group Executive Officer – Station Commander Outer Office Support

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.

Apr 2019 - Jul 2020

Boarding Officer At Officers’ And Aircrew Selection Centre

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.

Apr 2018 - Mar 2019

Estate Manager New And Change, Defence Infrastructure Organisation

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.

Aug 2017 - Feb 2018

Officer Commanding Accounts Flight

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.

Oct 2015 - Aug 2017

Detachment Administrative Officer And Project Officer

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.

Jul 2012 - Dec 2012

Officer Commanding Works Services

Kinloss, Scotland, United Kingdom

Drawdown and closure of all buildings at a Royal Air Force establishment no longer required.

Oct 2010 - Jul 2012

Product Executive

London, United Kingdom

Apr 2008 - Mar 2009

Commercial Analyst

London, United Kingdom

Apr 2007 - Apr 2008

Customer Service Representative

Tui

Austria

Nov 2005 - Apr 2007
2 education records

Helen W. education

A Levels

Totton College

Gcse’S

Hounsdown School
FAQ

Frequently asked questions about Helen W.

Quick answers generated from the profile data available on this page.

What company does Helen W. work for?

Helen W. works for Helen Williamson Financial Planning.

What is Helen W.'s role at Helen Williamson Financial Planning?

Helen W. is listed as Associate Partner at Helen Williamson Financial Planning.

Where is Helen W. based?

Helen W. is based in Fochabers, Scotland, United Kingdom while working with Helen Williamson Financial Planning.

What companies has Helen W. worked for?

Helen W. has worked for Helen Williamson Financial Planning, Royal Air Force (Raf), Lastminute.Com Group, Hurtigruten, and Tui Travel.

How can I contact Helen W.?

You can use AeroLeads to view verified contact signals for Helen W. at Helen Williamson Financial Planning, including work email, phone, and LinkedIn data when available.

What schools did Helen W. attend?

Helen W. holds A Levels from Totton College.

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