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.
Specialising in self-invested personal pensions (SIPP) and small, self-administered schemes (SSAS) her role involves working closely with clients and their advisers to understand specific requirements and building tailored pensions to meet their needs. She is responsible for setting up pension schemes, processing withdrawals, transfers, death claims, investments and contribution payments.
Helen started her career in an onshore bank before moving to the Isle of Man in 1998 where she continued in banking before joining Boal.
Helen is married with 2 children and enjoys spending time with her family, reading and watching movies. She also enjoys being a member of the Samaritans Christmas Choir.