Diploma in Financial Planning (Dip PFS)
Certificate in Mortgage Advice (CertCII (MP and ER))
Certificate in Equity Release
Member of the Society of Mortgage Professionals.
Helen can help you with…
Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.
Helen specialises in pension and investment planning for high net worth individuals, particularly in the inheritance tax planning arena due to the high property values around the area she operates in.
She particularly enjoys meeting her clients face-to-face and setting out and reviewing plans to meet their financial aspirations.
Outside of work…
Helen is a member of the Harley Riders Club and spends much of her time on weekend rallies or entertaining friends and cooking. (Don’t mention the wine!).
She lives with her partner Ian and has four cats, Bob, Charlie, Lily and Daisy who were taken in as strays except Lily, who she got from a rescue centre.
When asked about her favourite food, Helen couldn’t decide between Thai, Italian and French cuisine.