Principal, Financial Planning
01483 330 511

Originally from Glasgow, Helen attended Strathclyde University and holds a degree in Economics and Economic History. She launched her career in financial services in 1989, when she realised her ambition to offer a personalised financial planning service to clients.

Helen provides a wide range of planning and advice for private clients, with particular expertise in investments, pensions and IHT planning. She is also a qualified Chartered Financial Planner.

Away from work, Helen enjoys tennis, golf, cycling, cooking, travel and cinema. She is committed to taking part in an event for charity every year.

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