Helena Wardle

Helena Wardle

Chartered Financial Planner

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Hertfordshire

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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:

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Pensions - I’m approaching retirement

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Pensions – I’m getting started

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Pensions – I’m retired

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Tax

My qualifications:

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Chartered Financial Planner

My charging model:

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Fixed £ fee