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"Helen impressed me from the start by her efforts to find out what was important to me, my attitudes to risk and what my goals were before making any recommendations..."
Latest News
May 2012
Many people have money in personal pension funds which have been contracted out of the State Second Pension Scheme (formerly called SERPS), the additional bit to the Basic State Pension...
March 2012
I am delighted to say that I have been accredited by the Society of Later Life Advisers.
This means that I have been recognised as upholding the highest standards of advice to clients who are approaching or in retirement...
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Giving Your Financial Information
You may never have told anyone all about your finances, and it can be scary at first. You can trust me to keep everything totally confidential, but I can’t prove it to you without doing it!
Knowing about your current financial situation can only get me some of the way. If I don’t know what you are hoping to achieve with your money, I can only do half of the job. It’s much more satisfying for both of us if we can put a proper plan in place to get you to the financial security you deserve. If necessary, we can do it one step at a time rather than as a full review at the beginning.
So be prepared to be asked lots of questions about your objectives and preferences – it’ll be worth it for your peace of mind.
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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.
Press Section |
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