Helen Vaughan

CFPCM APP Chartered FCSI FPFS Chartered Financial Planner

Helen Vaughan

Helen began her career in Financial Services in 1990 and has gained vast experience in all areas of corporate and personal financial planning; since 2006 her focus has been on providing support in Personal Financial Planning.

Helen is well qualified being a Fellow of the Personal Finance Society (PFS) and Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) as well as holding both the Certified Financial Planner licence and Chartered Financial Planner status.

Helen is committed to developing and promoting professionalism with Financial Planning and was awarded The Personal Finance Society 2015 Paraplanner of the Year award at The PFS Chartered Awards dinner in London in November 2015.

Outside of work, Helen is a competent pianist and organist, an accompanist to a Male Voice Choir and organist at her local Methodist Church, she also plays trombone. In recent years Helen has become a keep-fit fanatic and has run several Half Marathons as well as completing two marathons, Brighton 2012 and the Virgin London Marathon in 2014. She lives with her partner, Steve, who is also a keen amateur musician and her running partner.


  • Chartered Fellow of the Chartered Institute for Securities and Investment (CISI)
  • Chartered Insurance Institute (CII) Chartered Financial Planner
  • CII Fellowship
  • CII Advanced Diploma in Financial Planning
  • CII Diploma in Financial Planning
  • CII Financial Planning Certificate (FPC 1, 2 & 3)
  • CII Certificate in Equity Release
  • CII Certificate in Mortgage Advice
  • CII Certificate in Life & Pensions

More About Me...

Where I live?
West Bromwich, West Midlands
Favourite local place?
Clent Hills
Favourite holiday destination?
Greek Islands
Favourite music?
80's, Classical, Brass bands, Michael Buble, Choral - anything goes
My personal indulgence?
Chocolate & Shiraz
Favourite podcast?
The Archers, Radio 4
Favourite film?
Anything with Hugh Grant in
Favourite sport?
I love the Olympics, so guess that covers most sports
Tea or coffee?
Coffee (strong & black) in the morning. Tea in the afternoon
What makes me smile?
Spending time with friends and family
What makes me angry?
People failing to see/spot the obvious
Favourite app?
Map My Run