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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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Making Decisions
I present my recommendations to you in writing, usually at or before a meeting. You can ask as many questions as you like, challenge my assumptions and put me right if I have misunderstood any of your wishes.
The decisions are up to you – after all, it’s your money. I give you guidance and as much information as you wish (probably too much!), and help to refine your decision-making process if necessary.
Ultimately, if you want to ignore my advice, that’s also your prerogative. I’ll be disappointed, naturally, but I will normally expect to be paid for my time.
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For more details of how I work, go to the Client Agreement page and download a copy.
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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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