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Helen Keary

A little about us

Helen Keary
Helen Keary
Operations Manager

Helen joined JMA in 2010, initially in an adviser support role. She then moved onto a marketing & communications position, managing a rebranding project for the firm, and is now our Operations Manager. With a history in Customer Services Management, Marketing, Teaching, and Financial Services, Helen’s varied background brings a broad range of experience to the firm. Her focus is to streamline processes, analyse data, assist with compliance, identify solutions using the best technology to support our business and, with an obsession for Excel, create the many calculators we use to support our advisory process.

Qualifications

Chartered Insurance Institute 

Financial Planning Certificate

Chartered Management Institute 

Post Graduate Diploma in Management Studies (Kingston University)

  • Business Environment
  • Finance
  • Information Management
  • Marketing
  • Human Resources Management

Protection

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Protection

As one would imagine, there are many types of Protection Policies to choose from.

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Research Tools

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Research Tools

Use our helpful calculators for your financial planning

 

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Estate Planning

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Estate Planning

Our inheritance tax calculator will help you calculate any potential inheritance tax liability.

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In Retirement

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In Retirement

Knowing roughly what you can expect from your pension contributions in the long run can give you the opportunity to adjust your retirement savings.

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What customers say

    My wife and I have been personal clients of JMA for all it’s 25 years. The cyclical nature of our economy has meant several periods of national financial turbulence and anxiety. Such a long association has enabled the soundness of the advice given, to be demonstrated by the performance achieved.

    Trevor Phillips, Surrey

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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.