Meet Helen

Chartered Senior Financial Planner

Always having her client’s best interests at heart, she provides honest, personalised advice, coupled with an approachable, friendly, and efficient service; treating clients only as she would wish to be treated herself. Helen has built a strong referral network through this and is enthusiastic about continuing to grow her business organically. Helen has a strong work ethic.

Helen likes to ease her passion for chocolate by keeping fit at the gym or hitting the dance floor! She embraces travelling, trying new adrenaline fuelled activities and has been a ‘late starter’ in learning to ski…however badly!

Helen Findlay
Book meeting

What Helen's clients say...

Helen has always provided clear information with a good understanding of my personal circumstances and preferences.

I have been a client of Helen's for a number of years and would not hesitate in recommending her. She provides me with sound advice, understands my needs and always has my interests at heart. I trust her implicitly and value all of the advice she provides.

Kirsty Mearns

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