Testimonials
"We have used Helen's services both in a private and business capacity.
Following a positive article in the Mail on Sunday I contacted Helen about providing a care annuity for my elderly mother in law who had recently entered residential care. Whilst she had sufficient income to pay her fees we were concerned that at a future date she would need to pay nursing home fees which are considerably higher and with a limited amount of capital it seemed a sensible option to purchase an annuity for her, providing a security net and peace of mind for the future. Helen proved to be a great choice, helpful, clear and concise she took great care to advise us on our options and once we had decided to go ahead she obtained very competitive quotations and steered the whole thing through to completion. There were one or two hiccups along the way but she dealt with them very efficiently, making the whole process easy and stress free.
Whilst sorting my mother in law's annuity out a good friend of our children was widowed, her husband died unexpectedly at age 42 leaving her alone with two small children. Thankfully his company provided a generous insurance policy so at least there were no money worries for her. But this set us thinking about our son and son in law, both of whom work for our small family business - and neither carried any form of life insurance. I asked Helen if she could help us to find a competitive quotation for the business to provide this on their behalf. Helen again went through the various options and once we had decided on the way forward she obtained a competitive quotation which we have accepted and the policy is now in place.
Both times we have used Helen it has been with the priority of providing peace of mind and that has now been provided thanks to her help and guidance.
We like the way Helen gives the option of paying her fees upfront or have them given in the form of commission. We have chosen to pay the fees up front simply because we prefer to but at least with the commission option people who do not have the cash to spare can still take advantage of her wise advice.
I would recommend Helen to anyone who needs financial advice, she is courteous, efficient and friendly. She explains things very clearly and never minds being asked questions. It was a very lucky day for us that we spotted the article in the Mail on Sunday."
Patricia Hughes MBE, Birmingham
"After reading a favourable article in the Mail on Sunday about Helen's efforts in getting people a reduction in their lifetime mortgages, I decided to get in touch. It was a wise move, because I not only got a reduction in my lifetime mortgage rate, but also managed to get a few thousand pounds to share out amongst my children. All this went very smoothly, with absolutely no hassle, We were very impressed with Helen's efforts."
Mr and Mrs "Bob M" in Tunbridge Wells
"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. Her honesty and her personal attitude that money is not the most important thing in life influence her suggestions and ensure that I would like to her to advise me for many years to come."
Mary, Glasgow
"We have used Helen Kanolik as an independent financial advisor for more than six years. Throughout that time she has always provided excellent and genuinely independent advice and has been happy to deal with small as well as large financial issues.
I think this is a exceptionally good service because if I have a small question that is important to me, I feel empowered to ask Helen knowing that she will deal with this using the same thorough approach as a major financial plan. She is efficient and answers queries comprehensively, quickly and efficiently.
We have always worked on a fee basis (my preferred option) and I have found her advice good value for money. We have used her expert technical knowledge for financial planning, personal pensions, unit trusts, investment trusts, taxation and investments in general."
Chris and Penny Pilot and Secretary; Dorset
"We are very pleased to have Helen's guidance and professionalism in our financial affairs, and appreciate her efforts on our behalf. In particular, we are glad she is managing our portfolio and taking steps to reduce our inheritance tax liability".
G & C, retired, Bournemouth."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."
Richard and Pat, Builder and Retailer, Wiltshire
"I didn't feel at all confident about dealing with my finances, and I wasn't sure how to invest or reduce the inheritance tax on my estate. Helen has helped to improve my income and invest my capital, and explains things very clearly for me."
Rita, retired teacher, Bournemouth."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.
She proactively arranges annual review meetings and is flexible over the way she charges, taking either a fee calculated on a time costed basis, or commission.
We are pleased with the assistance Helen has given us over the years and have found having continuity of advice of assistance to help us reach our future goals."
Miriam and Jeff, Solicitors, Dorset
"I went to Helen rather wary as my previous experience of financial advisers had not been that good. However, over a period of time as I got to know her I began the process of starting to also trust her. She took a lot of time and trouble to find out what my long term financial aim was so that she could match me with products that really suited my wants and needs.Her advice has always proved to be indepth and well researched and she always follows this up with written confirmation so that I can be assured I have made the correct decisions. She has now helped me to review all my financial arrangements including savings, insurances and pensions and I feel a lot happier that I am now set up for the future."
Sasha Morgan - Managing Director
newdriverschools.co.uk
"Helen Kanolik has been my financial adviser since January 2002, and I have always found her advice to be well-researched and unbiased. It is easy to discuss matters with her, and the portfolio valuations she provides are well set out and very helpful in forward planning."
Patricia, Wimborne
"I have known Helen for some time and am well aware how highly qualified and organised she is, having worked with her before. This time the complication was moving and investing money based in Ireland.
I think it was a challenge and she had to move mountains, but the advice she gave, and getting the funds from Ireland has been very successful. After a brief recession-based blip, the growth has been very impressive. Well done, Helen!"
Peter, Wimborne
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