Natasha Hellewell BA(Hons) DipPFS
Natasha has worked in the financial services sector for 8 years. She began her career at a large international investment bank as an administrator within the Fund Accounting Department before working her way up to a management position, where she was responsible for calculating the daily prices for a number of large pension and investment funds.
Natasha made the move into financial planning and joined Adroit in early 2015, focusing initially on post-settlement servicing and recommendations for both individuals and Trustees. She regularly handles a variety of tasks ranging from periodic investment reviews to advising on tax efficient withdrawals.
Natasha is one of the few financial advisers to hold a degree in Financial Planning in addition to being fully qualified to provide advice by the Financial Conduct Authority. She also sits on Adroit’s Investment Strategy Committee which meets quarterly and determines portfolio asset allocation for many of the firm’s clients.
- The Chartered Insurance Institute (CII)
- The Personal Finance Society (PFS)