Helen Tweed

Helen Tweed

Hills Financial Planning

Minimum savings/pensions: Over £50,000

0330 038 8938
Based in Larne
View location

Verified since: April, 2021

4.9 out of 5

55 reviews


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

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

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