I have been in the Pensions industry since I joined Norwich Union in 1977, as a pensions Clerk and I worked my way up to Customer Support Manager before moving into the sales side of the business in 1989 as a Pensions Consultant I finally left the company in 2003 having by then been a Pensions Development Manager for 6 years.

I started working for Routen Chaplin in 2003 and have gained the following qualifications
Financial Planning Certificate I II and III G60 Pensions
And qualified with Sesame as a Financial Adviser in 2003

My specialist areas are:
    * Reviewing Personal Pension Plans by testing them for competitive charges, superior investment performance and ensuring that the investment mix matches clients attitude to risk.
    * Providing advice with regard to maturing policies and matching benefits to needs  at retirement and beyond
    * Providing a forecast of potential future benefits from existing pension provision including State Pensions and assessing any need for additional investment to meet needs in retirement and beyond.
    * I also provide background sales and administration support for the Director with reports and investment profiling for high networth clients.
My interests are Sailing, my husband and i have a yacht in Turkey and have sailed around Thailand, The Caribbean, The Seychelles, Majorca, and Croatia. I also enjoy caring for my family – my mother is 80 and my nieces are 7 and 3 and i have a nephew aged 4. Music and reading
email: Helen.prince@routenchaplin.co.uk