Helena Pomfret

How do you describe what you do?

I work on a team looking after mainly private clients and generational wealth. We look after multi-generations of the same family as well as Trusts and Charities. I undertake some analyst work as part of my role covering both funds and equities.

What's next for you professionally?

I want to carry on growing and developing my relationships with new and existing clients providing the personal service that they expect from Evelyn Partners. The future here looks exciting and I'm looking forward to being a part of that.

How did you start off in your career?

I started my career in Audit and qualifying as a Chartered Accountant before deciding that was far too exciting and moving into the Investment world. I have now been part of the Investment team for over 6 years where every day is different!

What's your favourite thing about your role?

The people - clients and colleagues. Being around people from all walks of life keeps everyday interesting. Understanding people's stories and what's important to them is a fun part of the job. People do amazing things without realising!

When you're not at work, what's your favourite thing to do?

I am a big sports fan, a bit of a foody and have a love for a decent wine. Weekends tend to be spent going to events, seeing friends and trying new places for a bite to eat or glass of wine. We now have a dog which keeps us on our toes.

What qualifications and memberships do you have?

ACA, CISI Level 7