Héloïse Houiller-Cope

1. Your professional background
I have been working in the financial planning profession since 2014, after completing a degree in languages at the University of Exeter. Being one of the longest standing members of the Buckingham Gate team, I have worked in every area of the business, meaning I have a wide knowledge of how the planning process works from start to finish. I am now a Chartered Financial Planner and Partner at Buckingham Gate and my time is dedicated exclusively to advising clients on their estate planning.

2. Specialist areas of interest and expertise
I have always been interested in how trusts work and their application in the context of estate and financial planning. I find the blend of financial and legal knowledge required in estate planning very interesting and it is wonderful to see the long-lasting impact that such work can have on multiple generations of a family.

3. Why did you join Buckingham Gate?
I have been working with Buckingham Gate since 2016, when I was looking to develop into a financial planner. I was drawn by the passion and dedication of the team to always strive to provide the best service to our clients, and this has not changed since.

4. When not at work, you like to?
Outside of work I am kept very busy with the joyful chaos of my two young daughters. In any other spare time, I enjoy cycling and travel, and would love to combine the two on a cycling holiday!

5. An interesting fact about you?
I speak French and Spanish and love to practice whenever the opportunity arises.

Heloise's Qualifications

Personal Finance Society (PFS)

1. APFS – Associate of the Personal Finance Society
2. Chartered Financial Planner
3. Advanced Diploma in Financial Planning comprising:
   AF1 – Personal Tax & Trust Planning
   AF3 – Pension Planning
   AF4 – Investment Planning
   AF5 – Financial Planning Process
4. Diploma In Regulated Financial Planning
5. Diploma In Financial Planning
6. J10 – Discretionary Investment Management

University of Exeter

1. BA First Class Honours in French and Spanish