Helen Vaughan Email & Phone Number | As a dedicated Chartered Financial Planner, I pride myself on being highly competent and approachable. While I believe I can help people in various situations, my specialisms include complex trust, Inheritance Tax and pension planning work. I’ve worked in financial services for over 18 years, working with higher net worth clients in the Bedfordshire, Hertfordshire and Buckinghamshire. Alongside my years of experience, I’m proud to say that I'm a Fellow of the CII and received my Chartered Financial Planning status in 2007.

Helen Vaughan

As a dedicated Chartered Financial Planner, I pride myself on being highly competent and approachabl...
Ampthill, England, United Kingdom

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Helen Vaughan’s Location Ampthill, England, United Kingdom

Helen Vaughan’s Current Industry Woburn Street Financial Planning

Helen Vaughan’s Prior Industry Fiona Gray Financial Planning | (various) | Barclays

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Director and Chartered Financial Planner

2021-04-01 00:00:00 - Present

Chartered Financial Planner

2014-09-01 00:00:00 - 2021-04-01 00:00:00

Technical Consultant and Financial Planner

2011-05-01 00:00:00 - 2014-08-01 00:00:00

Regional Competence Manager

2007-09-01 00:00:00 - 2012-05-01 00:00:00

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Helen Vaughan is a As a dedicated Chartered Financial Planner, I pride myself on being highly competent and approachable. While I believe I can help people in various situations, my specialisms include complex trust, Inheritance Tax and pension planning work. I’ve worked in financial services for over 18 years, working with higher net worth clients in the Bedfordshire, Hertfordshire and Buckinghamshire. Alongside my years of experience, I’m proud to say that I'm a Fellow of the CII and received my Chartered Financial Planning status in 2007.