0330 038 8938
Based in Larne
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 28 February 2025
Helen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Helen's status
7
Recent Client Reviews
Verified reviews: 100%
Helen has received 7 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 14 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
1 qualification certificate available to view
Helen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Helen has provided information on their typical fees
Helen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 28 February 2025
Helen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Helen's status
7
Recent Client Reviews
Verified reviews: 100%
Helen has received 7 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 14 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
1 qualification certificate available to view
Helen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Helen has provided information on their typical fees
Helen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Helen joined Hills Financial Planning in 2015 and practices as a Chartered Financial Planner offering a comprehensive service to all of her clients. Helen has obtained her Chartered status and is extremely proud to have been awarded the Xafinity award for the top result in Northern Ireland in the Advanced Diploma in 2018. Helen gets to know her clients, to fully understand their objectives and determine if their available resources are being put to best use. Helen establishes a financial plan of recommendations to benefit clients’ towards achieving their goals. Typically, this involves managing investments and risk, and making use of available tax allowances. Helen is also happy to work in conjunction with her clients’ other professional advisers. For a no obligation consultation please contact Helen.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Helen's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.