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

  • 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

  • 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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HelenK Financial Advice Limited is an Appointed Representative of Financial Ltd, which is authorised and regulated by the
Financial Services Authority
. FSA number: 516095. Registered Office: Broadash, Kyrchil Way, Wimborne, Dorset BH21 2RU. 
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