Helen Witcombe Email
Senior Client Service Associate @ Rheo
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Helen Witcombe Location
- United Kingdom
Helen Witcombe Work
- Senior Client Service Associate @ (July 2025 - Present)
- Senior Administrator @ (August 2019 - May 2025)
- Assistant to CEO at i4c - a new to market cashflow modelling solution @ i4C (September 2016 - December 2017)
- Senior Administrator @ (January 2011 - May 2025)
- Exective Assistant to Partner @ Epoch Wealth Management (January 2011 - August 2019)
- Assistant to Financial Consultant @ Old Mill Financial Services LLP (February 2008 - January 2011)
- Administrator and Mortgage Paraplanner @ Moneycare (October 2006 - February 2008)
- Reinstatement Co-ordinator @ Walton Civil Engineering (November 2004 - October 2006)
Helen Witcombe Education
- University of the West of England
BA Hons (Drama)
2001-2004 - Chartered Insurance Institute
(Certificate in Financial Services)
Helen Witcombe Skills
- Retirement Planning
- Financial Planning
- Investments
- Excel
- System Administration
- Finance
- Strategic Planning
- Financial Services
- Wealth Management
- Business Planning
- Microsoft Office
- Strategic Financial Planning
- Microsoft Word
- Microsoft Excel
- New Business Development
- Administration
- Training
- Time Management
- Event Management
- Change Management
- Customer Service
- Management
- Research
- Word
Helen Witcombe Summary
- Helen Witcombe, based in United Kingdom, is currently a Senior Client Service Associate at Rheo UK. Helen Witcombe brings experience from previous roles at Brewin Dolphin, i4C and Epoch Wealth Management. Helen Witcombe holds a 2001 - 2004 BA Hons in Drama @ University of the West of England. With a robust skill set that includes Retirement Planning, Financial Planning, Investments, Excel, System Administration and more. Helen Witcombe has 2 emails on RocketReach.
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