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Helm Godfrey manager gets both sides of CFP

Helm Godfrey’s Michelle Gibbs has joined the group of wealth managers who have achieved both the chartered and certified financial planner status.

By Aamina Zafar | Published Nov 24, 2011 | comments

The 32-year-old is one of roughly 250 advisers in the country to hold the Institute of Financial Planning’s certified financial planner certificate and the Personal Finance Society and Chartered Insurance Institute’s chartered qualification.

Ms Gibbs, who has worked for national firm Helm Godfrey for 10 years, said: “Not long after I started at Helm Godfrey I starting taking financial planner exams and I have been building up my skills base ever since, through qualifications and hands-on experience.

“Achieving chartered and certified status involves different requirements – they are respectively exam and case study-based.

“Neither was easy and both required a lot of work.”

She added the level of qualifications an adviser holds were increasingly important as clients were much more aware of it than they used to be.

Ms Gibbs said many advisers were seeking to enhance their skills and the more qualified they were, the more confidence it gave them to do the job to the highest standard.

She added: “Helm Godfrey has been incredibly supportive to me as I have been through the process of gaining these qualifications and I’m looking forward to putting them to full use in the job.”

It is a huge achievement for Ms Gibbs who first joined the company in an administrative role soon after she graduated with an economics degree from the University of East Anglia.

Graham Cross, managing director for Helm Godfrey, said: “Given the average demographic for financial advisers – that is men in their 40s and 50s – Ms Godfrey represents part of the new generation of advisers and it our policy to encourage our younger staff to follow in her footsteps.”

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