atomos wealth
Helen Howcroft has extensive work experience in the financial planning industry. Helen is currently the Private Client Director and Head of Women's Financial Advice & Senior Chartered Financial Planner at atomos wealth. Prior to this, they were the Managing Director and Financial Adviser at Equanimity IFA, where they provided wealth planning services for business owners and high net worth individuals. Helen also worked as a Senior Sales Consultant at AEGON Scottish Equitable and as an Account Manager at Prudential Assurance, where they focused on pension and corporate pension advice. Helen started their career as a Trainee Broker Consultant at NPI and gained experience in complex financial planning cases. Helen also worked as a Sales Adviser at Legal & General, advising clients on healthcare and protection. Helen's early career included an administrative role at HLW Insurance Brokers.
Helen Howcroft BSc (Hons) FPFS completed their undergraduate degree in Business Information Systems from the University of Wales, Cardiff, graduating in 1996.
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atomos wealth
We’re atomos and we’re here to make your dreams and financial ambitions a reality. In this fast-changing world you want greater flexibility around how your money is managed. You want a personalised face-to-face service for life’s big moments and all the convenience and access you get from modern digital tools. The best of both worlds. Bringing together every part of your financial world is what we do, and we can provide: • Investment management services & financial planning advice • A boutique approach with a local network & nation-wide resources with the benefits of scale • Decades of experience & fresh thinking and agility • A simple offering at the start of our relationship with you & and a more complex, bespoke service as your needs evolve and wealth grows We manage over £7 billion* of savings and investments for over 14,000 people; helping them achieve their goals and enriching their lives well beyond wealth. *Funds under management as at May 2022. atomos and atomos wealth are trading names of both Atomos Investments Limited, (No: 2041819) and Atomos Financial Planning Limited, (No: 3879955). Atomos Investments Limited and Atomos Financial Planning Limited are both authorised and regulated by the Financial Conduct Authority and registered in England and Wales. Registered offices: 2nd floor, 5 Hatfields (Alto), London SE1 9PG.