What do clients say?

The tools and information Helen has shared has enabled me to prioritise decisios and get a clear picture of how the future could shape up and everything now just seems to be falling into a natural flow of events. The blockers in my head have been removed and I can move forward with a plan. Thank you Helen!

Helen's financial coaching in relation to my pension pot was very helpful. She helped me to  to supplement my knowledge around investment for the future and also made me aware of the importance of looking at the charges on my fund. In my case charges could have an impact of £114,000 over 20 years compared to a lower cost fund.  This has given me considerable food for thought and will greatly influence future financial decisions.

Helen was excellent at listening to my concerns and issues being a student and then a graduate. 

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By doing this she helped me to better understand my mindset with  my Finances and investing strategies which has allowed me to better plan for my future.

Helen's coaching skills are impeccable. Coaching sessions with her are active and well led. Her ability to ask smart questions will lead you on the right path to reach your goals.