Helena has worked in financial services since 1994. As our Senior Financial Planner, she helps our clients to get financially organised and create a plan to achieve their financial and lifestyle goals.
Helena grew up in Suffolk. She came to Leeds University 28 years ago and never left! She now lives in north Leeds with her partner and two sons, who keep her busy.
Her spare time at the weekends is usually spent by the side of a football pitch, but she enjoys going to book club, catching up with friends over coffee (or something stronger!), Pilates, going to the cinema and the gym.
Helena is also a passionate horse rider and keen knitter; she made her first bobble hat last year, so it’s on to the matching gloves this year!
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Helena’s entry by clicking here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). Again, consumers should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Helena’s.
An interview with Helena
On an ideal weekend, you can find me:
"Away by the coast, maybe Whitby or Bamburgh with my boys, enjoying the fresh sea air, then watching the sunset with a bag of fish and chips."
My favourite holiday destination is:
My favourite song to play in the car is:
"Anything that makes me sing along, even though I never know the words and usually make them up!"
The first album I bought was:
If I could be any fictional character, I would be:
"Villanelle from Killing Eve. I love her kick-ass psycho approach. This is just in fiction isn’t it??"
If I could turn any activity into an Olympic sport, I would win a medal in:
"Multi-tasking and household management."
When the dessert menu arrives, I’m looking for:
The three qualities that draw me to new people are:
"A big smile, a good listener and a sense of humour."
My pet peeve is:
"Lack of manners – the temptation to shout “You’re welcome” at someone who has walked through the door I’ve held open for them without thanking me is becoming greater the older I get."
The best gift I ever received is:
"Anything my children pick for me."
The three people at my dream dinner party would be:
"Louis Theroux, Paul Newman and my mum."
Three small things that make my day better are:
"A bear hug off my son, a large cup of tea first thing and curling up on the sofa in the evening watching a TV drama."
What our clients say
“We find this relationship to work admirably for us. David is the expert in a field in which we could never hope to be so proficient. We have every intention of maintaining this relationship long into the future.”
Clients since 2003
“David’s financial planning advice and knowledge is excellent, and he talks to me in terms I can understand, not financial jargon! I don’t have to look too closely at what is happening, as I know David will be doing that.”
A client since 2004
Get in touch
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