Testimonials

"Our finances were very spread out, with bits and pieces all over the place. We are very glad that Helen came and tidied it up for us, so we now know what we have got and how we will be able to have a comfortable retirement. We don't have to worry about all the paperwork any more."...

Latest News

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.

Contact Me

If you wish to make an enquiry please use this contact form or telephone me using the number to the right.





What is the nature of your enquiry?

About the service I offer
About how I get paid
Protecting your finances
Buying a property
Investments and savings
Equity Release
Remortgaging/repaying a mortgage
Reducing Inheritance Tax
Pre-retirement planning/pensions

Your comments/further details/ask a question

*Compulsory details

By submitting this information you give your agreement to receive verbal and/or written contact from me to discuss your requirements.

I will not use your details for marketing purposes unless I receive your authority to do so.

Your details will not be passed to any third parties

Contact Me

For friendly, professional advice please give me a call.

01202 673456

or online by using my

online contact form


Rotating images of various subjects


Accreditations

IFA logo PFM logo
Mrs Helen S Kanolik, DipPFS. PFM Associates Ltd, Sir Peter Thompson House, 25 Market Close, Poole BH15 1NE.