Helen Rutherford
Octopus Money
0330 038 8942
Based in Hereford
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, 2025
Financial Coach
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
4.7 out of 5
Checks carried out by VouchedFor
Not Regulated by the FCA
Helen does not perform an FCA-regulated role, and Helen is not accredited or monitored by an FCA-authorised firm
Last checked: N/A
Helen does not perform an FCA-regulated role, and Helen is not accredited or monitored by an FCA-authorised firm
8
Recent Client Reviews
Helen has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Helen has received 8 client reviews in the past 12 months; 100% of these have been verified
Financial Coach
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
Last checked: 01 October 2020
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
1
Qualifications Uploaded
Helen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 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
Accredited by Octopus Money
Date passed: 14 June 2024
104
Positive First Impressions
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Helen (based on 104 first impressions)
94% of users who are not yet clients had a positive first experience with Helen
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Helen (based on 104 first impressions)
Checks carried out by VouchedFor
Not Regulated by the FCA
Helen does not perform an FCA-regulated role, and Helen is not accredited or monitored by an FCA-authorised firm
Last checked: N/A
Helen does not perform an FCA-regulated role, and Helen is not accredited or monitored by an FCA-authorised firm
8
Recent Client Reviews
Helen has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Helen has received 8 client reviews in the past 12 months; 100% of these have been verified
Financial Coach
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
Last checked: 01 October 2020
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
1
Qualifications Uploaded
Helen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 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
Accredited by Octopus Money
Date passed: 14 June 2024
104
Positive First Impressions
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Helen (based on 104 first impressions)
94% of users who are not yet clients had a positive first experience with Helen
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Helen (based on 104 first impressions)
Having worked in international sales roles for most of my career, I had always been a keen reader of Money Week and realised that the Financial Services industry was the ideal environment for me to make the best use of my financial knowledge and life experiences combined with great problem solving skills and keen interest in helping people. My goal is to help people to learn about and understand their financial options, get motivated and discover the best means to achieve their goals! Through my financial coaching, I sincerely hope to improve not only my client’s finances but also, their well-being through understanding and managing their finances better as I see this as being an essential life skill which is often overlooked. I am particularly interested in helping people understand how pensions work, investigate pensions they have from previous companies, learn about how to plan for their first property purchase, understand investments and provide a holistic service which can cover making life choices as well as financial coaching and goal setting. In my eyes, a great Financial Coach should be a good listener, empathetic, enthusiastic about their client’s goals, non-judgmental with technical knowledge and the ability to explain things in simple, jargon free language. In my spare time, my family and I love to be outside somewhere wild; hiking, camping, wild swimming, and I am mad about yoga, landscape photography, learning Japanese and finding the perfect plot to build an eco-house. Ultimately, I would like to plant a wood of native trees for future generations to enjoy and spend January, February and March somewhere warm.
Offers available through VouchedFor
Contact Helen through VouchedFor and your initial 30 minute 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.
About Helen's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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