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Testimonials

"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....

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

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. 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, Bookstore Manager, Hong Kong

"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.