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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
November 2011
HelenK Financial Advice Ltd is launching a Gift Voucher scheme. Gift Vouchers are available at a 12% discount to the usual hourly fee - £110 instead of £125.
July 2011
You may well have heard about the Dilnot Report, and its recommend-ations about the cost of long term care. Most people want to leave an inheritance to their families, and don’t want all of their money to go toward paying care costs....
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Legal
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HelenK Financial Advice Ltd disclaims, without limitation, all liability for any loss or damage of any kind (including indirect or consequential damages) which you or anyone else might incur through the use of this website, any links provided by this website or any information provided on the website or links. The provision of such links does not constitute an endorsement of any products or services referred to in the links or of the providers of such products or services.
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General Information Provided Only:
The information on this website does not constitute personalised advice. You should contact HelenK Financial Advice Ltd for personalised advice including in relation to the suitability of any particular product or service to you. The information on this website should not be construed as an offer, invitation or recommendation to invest or take any other action.
Information About You:
HelenK Financial Advice Ltd is registered under the Data Protection Act 1998. We may use any information you provide on this website about your financial and personal circumstances for the purpose of properly advising you including assessing the suitability of any particular product or service to you. By providing any such information, you agree that:
- HelenK Financial Advice Ltd may hold this information securely and in confidence on its computer and manual records;
- This information, even if pertaining for example to your health and medical background, may be disclosed to or accessed by third parties (e.g. credit reference agencies and medical practitioners, where relevant) for the purposes of processing an application, the ongoing administration of any of your investments or policies, the maintenance of this website or to support investigative work by the Financial Services Authority;
- HelenK Financial Advice Ltd may use any such information to contact you from time to time by post, fax, e-mail or telephone to bring to your attention products or services that it considers may be of benefit to you. You can stop HelenK Financial Advice Ltd from doing so by making a written request to HelenK Financial Advice Ltd, Broadash, Kyrchil Way, Wimborne Dorset BH21 2RU or by emailing helenkifa@live.co.uk.
If You Are From Outside UK:
HelenK Financial Advice Ltd is an appointed representative of Financial Ltd which is authorised and regulated by the Financial Services Authority in the UK. Financial Ltd is also an investment firm under the European Markets in Financial Instruments Directive (MiFID) and has the necessary passports to advise on both investments and insurance on a cross border basis within most countries of the European Economic Area. |
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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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