
Helena Wardle
Chartered Financial Planner
Hertfordshire
Likes
399
Rating
About me
I am passionate about helping people get more clarity, confidence and reassurance with their money matters. I feel it is important to understand our client’s stories and to help connect their money with what matters to them. I care about making it engaging and straightforward, and I do my best to bring money to life for people in plain English. Outside of work, I run to keep me sane, and I am a real bookworm, so I read to relax and unwind. I am good with understanding money matters, but please don’t ask me to be on a quiz team as I am hopeless at it. For some reason, pensions don’t feature in a pub quiz 😉.
My details
I like helping people on:
Pensions - Approaching retirement
Pensions – Getting started
Pensions – Retired
Tax
My qualifications:
Chartered Financial Planner
My charging model:
Fixed £ fee
Awards
Readers' Favourite
2021 Winner
Readers' Favourite Fixed Fee Adviser
2021 Highly Commended
Readers' Favourite Female Adviser
2021 Highly Commended
Have a look at my responses to readers' questions
What people say
Reader feedback
15 February 2022
Friendly and approachable initial consultation.
Tamsin
Reader feedback
09 January 2022
Peter
Reader feedback
04 November 2021
Jo