0151 353 7186
Based in Neston
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: March, 2015
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Helen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Helen's status
Last checked: 08 April 2025
Helen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Helen's status
9
Recent Client Reviews
Helen has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Helen has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 03 April 2025
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.
3
Qualifications Uploaded
Helen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
32
Positive First Impressions
84% of VouchedFor users have had a positive (4 or 5 star) first experience with Helen (based on 32 first impressions)
84% of users who are not yet clients had a positive first experience with Helen
84% of VouchedFor users have had a positive (4 or 5 star) first experience with Helen (based on 32 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Helen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Helen's status
Last checked: 08 April 2025
Helen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Helen's status
9
Recent Client Reviews
Helen has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Helen has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 03 April 2025
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.
3
Qualifications Uploaded
Helen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
32
Positive First Impressions
84% of VouchedFor users have had a positive (4 or 5 star) first experience with Helen (based on 32 first impressions)
84% of users who are not yet clients had a positive first experience with Helen
84% of VouchedFor users have had a positive (4 or 5 star) first experience with Helen (based on 32 first impressions)
As a Chartered Financial Planner, I have taken the time and trouble to increase my knowledge and professionalism to ensure I can meet thoroughly my client's needs and expectations. I advise on both pensions and investments and have very specific experience in the 'at retirement' marketplace. I am therefore able to offer financial planning right through to retirement and the eventual arrangement of pension income. I have been with Phillip Bates & Co Financial Services Ltd for 14 years and take pride in maintaining an exceptional level of service for my clients. Developing lasting and successful client relationships is the most important part of my role, as I believe it is essential to build a solid foundation of trust, respect and understanding between a client and their adviser. This is also the part of my job that I enjoy the most, as it enables me to help people to attain their goals and sometimes even live their dreams - what could be more satisfying than that?
Offers available through VouchedFor
Contact Helen through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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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Adviser Disclaimer
In special circumstances I can arrange a local home visit.