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"I went to Helen rather wary as my previous experience of financial advisers had not been that good. However, over a period of time as I got to know her I began the process of starting to also trust her. She took a lot of time and trouble to find out what my long term financial aim was so that she could match me with products that really suited my wants and needs...."
Latest News
June 2010
Well, they said it would be a Rambo budget, but perhaps they were managing our expectations, because some of it wasn’t as bad as we had feared. The commentators I have heard and read don’t seem to be sure if it’s a kill or a cure, but time will tell...
May 2010
As I write this, the major political parties are in talks about forming a coalition Government, the FTSE 100 Index is at 5389, having covered a little of Friday's falls, and the bank of England has kept the base rate at 0.5% for another month.
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Welcome
I hope you are here for one of the following reasons:
- You’re just starting out and you want to save sensibly for your future
- You have never taken professional independent financial advice, and realise that it could help you to achieve your ambitions
- You need help to pull your finances together to see how you could achieve a long-term goal, such as retirement planning
- Your finances have got so complicated that you need help to simplify them
- It’s time for your regular financial check-up and your usual adviser isn’t available
- You have taken financial advice in the past, but you aren’t happy with it, or haven’t reviewed it for a long time
- Your circumstances are changing, perhaps due to divorce, or an inheritance, moving abroad or coming to live in the UK
- You are looking for financial advice for someone close to you – perhaps because they need to pay for long term care, or release equity from their home
- Your finances are ok but you want to check that your family isn’t going to pay too much Inheritance Tax when you die
- You just want to ask specific questions about financial matters, and not get embroiled in a complete review
- You want an adviser who will work on the basis of either fees, commission, or a mixture of the two – whatever is best for you
There are others, but the list is long enough for now! I hope you get the feel of how flexible my service is, and that it is based (initially at least) on advice rather than products.
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Contact Me
For friendly, professional advice please give me a call.
01202 842795
Email me
helenkifa@live.co.uk
Or by using my
online contact form
Accreditations
In The Press
Visit the Press section to see various articles to which I have contributed.
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