Helen Woods

Helen is a Financial Planning Team Leader who joined Rathbones following the merger with Investec in September 2023 and has over 20 years’ experience in financial services having previously worked for 3 high street banks and most recently the Openwork Partnership. She is passionate about providing a holistic financial planning service including matters such as tax planning, retirement income planning, inheritance tax and estate planning to high net worth clients providing them with peace of mind over their finances.

Helen completed her MA degree in Classics at Liverpool University, holds the Chartered Financial Planner designation from the London Institute of Banking & Finance, is a chartered member of the Chartered Institute of Securities and Investment and holds the STEP Certificate for Financial Services - Trusts and Estate Planning.