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How I Work

Testimonials

"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....

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

The Finanical Advice Process

At our initial meeting or contact, I will ask lots of questions. I won’t just be after facts about your money – I’ll be trying to find out what your goals are and what you want your money to do for you.

Some of the questions will be difficult if you haven’t thought about things like life goals before. It may well be that your thinking develops gradually as we work together.

Alternatively, I may be able to let you know what you could achieve, and what it would take - then you can decide what goals you want to aim for.

You may think that you do not have any goals - my view would be that you just haven’t realised what they are yet!

For some people, the goals are changing, because their circumstances have altered. For example, this could be due to redundancy, a new job, divorce, marriage, or receiving money from an inheritance or gift. These could cause your goals to be re-evaluated.

If we decide that I am going to work with and for you, the next step is for me to gather detailed information about your finances.

For example:

What does ‘good standard of living’ mean to you?
What constitutes 'a good return' on your money?
Do you think there is any investment with absolutely no risk?