Helen is an Independent Financial Adviser (IFA) whose particular area of expertise is working with clients who are within ten years of retirement, clients at retirement, financial planning and divorce, Inheritance Tax planning and care fees planning. Helen also works with Attorneys acting under an EPA or an LPA.
Helen’s aim is to help clients navigate the sometimes confusing world of personal finance and to make the most of their money. She can help you whether you are an experienced investor or a novice. Helen sees her role more as a mentor rather than telling clients what to do, by listening and having a two-way conversation.
With a background in marketing, Helen has always been interested in personal finance and saving so when she was looking for a career change it seemed natural that she should train as a financial adviser in order to share that expertise and passion with others.
Helen says “I love it when people come to see me with a complex issue, we put a plan together that they understand and I can literally see the relief on their face”
As a fully independent financial adviser she is able to give advice on the best solutions tailored to each individual or family. Helen is qualified to Level 4 and is also a qualified pension specialist meaning she can advise clients who are considering a transfer out of a Defined Benefit/Final Salary pension scheme.
Her full qualifications are as follows:
- Pension planning (AF3)
- Diploma in Regulated Financial Planning
- Long-term care insurance (CF8)
- STEP Certificate for Financial Services (Trusts and Estate Planning) and Affiliate Member of STEP
- Associate Member of Society of Later Life Advisers (SOLLA)
- Certificate in Equity Release (ER1)
- Pensions Update (R08)
- Advanced Certificate in Marketing
- MA History, Cambridge University
Helen has worked with Orchard House since 2011 and lives in Henley-on-Thames.
Outside work Helen plays in the local orchestra and enjoys walking.