Helen gained her qualifications, achieving Chartered Financial Planner status in July 2019 and became a Fellow of the Personal Finance Society in December 2021.
Helen advises clients mainly around pensions, both before and after retirement, explaining technical aspects to clients in a manner that they can understand. Helen most enjoys providing clients with peace of mind that they can meet their financial objectives, like retiring early
Helen has played the ‘cello almost all of her life and is a member of the Cobweb Orchestra. She enjoys keeping fit by running and playing netball. She is also a bellringer, ringing regularly at Churches in the local area.
