Helen Matthews

Helen joined Boal & Co in 2014 bringing 23 years’ banking experience.

Helen provides trusteeship and administration services to an extensive Isle of Man and international personal pensions client base. 

Working with international clients and their advisers, Helen onboards new members and provides ongoing administration services for the Freedom International Personal Pension Plan. Her role involves processing new applications as well as managing withdrawals, transfers, death claims, investments and contribution payments. She also has extensive experience in Isle of Man master trust arrangements, self-invested personal pensions (SIPP) and small, self-administered schemes (SSAS). 

Helen's career began in an onshore bank in her native Northern Ireland before moving to the Isle of Man in 1998 where she continued in banking before joining Boal & Co.

In their spare time

Helen enjoys spending time with her family, walking, reading and watching movies.