Home About Me and PFM How I Work Services / Advice Testimonials News Links Contact

Home

Your Financial Goals

Testimonials

"Helen Kanolik has been advising us for the last 9 years. During that time she has helped give us direction to manage our financial affairs towards long term objectives....

January 2010

I'm delighted to report that I am starting my own business, building on my experience to offer financial advice in a special way. I want to cut down on unnecessary paperwork and help clients to manage their money as easily as possible. I want to be more responsive to client requirements, while continuing to give a first-class service

Please note my new telephone numbers: 01202 842795 or 0775 943 7960.

My new email address is helenkifa@live.co.uk.

September 2009

At the beginning of September, the OECD forecast that the British economy will contract by 4.7% in 2009, while the rest of the G7 (developed) economies will contract by 3.7%. So that's not good news for us.

Unemployment is very high in the Eurozone and America, and the OECD also said that demand will be moderate, and the global recovery will be weakened because of it....

In The Press

Visit the Press section to see various articles to which I have contributed.

Press Section

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.