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Helen Carey,

IGC Member

Helen_Carey_portrait

Helen has over 25 years' experience in DC pensions, investments, and governance. She is Director of AV Trinity, a Chartered Independent IFA firm in Tunbridge Wells. Until September 2025 Helen also served as an independent member of the Hargreaves Lansdown IGC.

Helen brings extensive senior leadership experience, with expertise spanning FCA and TPR regulatory frameworks, pensions and investments, governance and risk management, consumer duty, and customer experience.

A Chartered Financial Planner and Fellow of the Personal Finance Society, Helen is also a qualified Pension Trustee and an accredited member of the Pensions Management Institute. She holds further qualifications in sustainable finance, investment management, and project leadership, and continues to contribute to professional standards through her work as a senior examiner for the Chartered Insurance Institute.

Helen is passionate about good member outcomes and financial education, having been a financial adviser for twenty years, and played an active role in improving financial understanding in schools and in the workplace.

In her spare time, she enjoys countryside walks with her dog, reading, collecting old books, and creating art through drawing and painting.

Next IGC member: Daniel Godfrey