Stockton
Helen has more than 20 years’ experience in the financial services sector.
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.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123