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. She has, on occasion, made suggestions which have not benefited her directly but which have helped me put together a diverse portfolio which should protect my future whilst not depriving me in the present...
 

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...

Services and Advice

I can advise on most areas of finance. I think this is important, because each area touches on all the others. If you require specialised advice which I cannot give, I can pass you to someone with the appropriate qualifications.

I am a full accredited member of the Society of Later Life Advisers.

 

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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HelenK Financial Advice Limited is an Appointed Representative of Financial Ltd, which is authorised and regulated by the
Financial Services Authority. FSA number: 516095. Registered Office: Broadash, Kyrchil Way, Wimborne, Dorset BH21 2RU. 
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