Helen Lindo Email
Associate Director, Chartered Financial Planner @ The Progeny Group (Past)
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Helen Lindo Location
- United Kingdom
Helen Lindo Work
- 2022 - 2022 Associate Director, Chartered Financial Planner @
- 2012 - 2022 Director @
- 2001 - 2012 Independent Financial Adviser @ Russell Ulyatt Financial Services Ltd
Helen Lindo Education
- South Wolds Comprehensive School 1981 - 1984
- St Cyres Comprehensive School 1978 - 1981
Helen Lindo Skills
- Holistic Financial Planning
- Independent Financial Advice
- Wealth Management Services
- Defined Contribution
- Defined Benefit
- Financial Advisory
- Wealth Management
- Retirement Planning
- Inheritance Tax Planning
- Pensions
- High Net Worth Individuals
- Financial Analysis
- Accounting
- Strategic Planning
- Training
- Financial Reporting
Helen Lindo Summary
- Helen Lindo, based in United Kingdom, was previously a Associate Director, Chartered Financial Planner at Progeny. Helen Lindo brings experience from previous roles at The RU Group and Russell Ulyatt Financial Services Ltd. Helen Lindo holds a 1981 - 1984 South Wolds Comprehensive School. With a robust skill set that includes Holistic Financial Planning, Independent Financial Advice, Wealth Management Services, Defined Contribution, Defined Benefit and more.
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Ellen Lindo
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