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"Helen Kanolik has been advising us for the last 9 years. During that time she has helped give us direction to manage our financial affairs towards long term objectives...."
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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Letters of Authority and Change of Agency
An IFA is your agent, and works for you – not for a company which offers life assurance, investment, mortgages etc. I can’t get any information about your finances unless you give written authority for the companies to tell me what I need to know.
If you have previously used an IFA, they will still be the agent for your pensions etc. until you change this, again by writing to the companies. An IFA could still be receiving commission payments from your investments, even though they are not giving you any customer service.
I will ask you to sign a standard letter of authority and change of agency. I will use the letter only for the companies you want me to contact.
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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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