Helena Wardle
Chartered Financial Planner
Hertfordshire
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