Meet Helena

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’s main areas of expertise include investments, Inheritance Tax, protection, pensions and retirement planning; particularly workplace and director’s pensions.

The majority of Helena’s clients are aged 55 plus and are planning or enjoying their retirement.

Helena enjoys the relationships she develops with her clients over the years; helping them to achieve their objectives and see their plans come to fruition.

Personally

Helena grew up in Suffolk. She came to Leeds University 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!

Important stuff

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.