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Helen has worked within the financial services industry for over 30 years, 6 of which have been with Armstrong Watson. During this time, she has built up a wealth of experience and prides herself on being able to provide high quality advice in a straightforward and easy to understand manner.
Her client base spans the UK and she provides independent financial advice over the telephone around all areas of financial planning including protection, investments and retirement and is Armstrong Watson’s Mortgage Adviser.
Helen holds the Diploma in Financial Planning, the Certificate in Advanced Mortgage Advice, Certificate in Equity Release and the Award in Long Term Care.
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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Armstrong Watson Accountants, Business & Financial Advisers is a trading style of Armstrong Watson LLP. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities.
Armstrong Watson Audit Limited is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales No. 8800970. Registered office: 15 Victoria Place, Carlisle, CA1 1EW
Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales No. 7208672. Armstrong Watson Financial Planning & Wealth Management is a trading name of Armstrong Watson Financial Planning Limited. Registered Office: 15 Victoria Place, Carlisle, CA1 1EW