Helena is a self-confessed geek, continuous learning is a hobby that she obsessively pursues in her spare time and this has led to her completing her MSc in Financial Planning.
She is passionate about helping people get more clarity, confidence and reassurance with their money matters. She loves to spend her time learning about client’s stories and to help connect their money with what matters to them. It is important to her that the client journey is engaging and straightforward, and she does her best to bring money to life for people in plain English.