Finances can be confusing, so we have created a series of free, educational events, books and online resources to help build your knowledge and confidence.
Helen has recently joined Efficient Portfolio as a Paraplanner, having worked in Insurance and Financial Services for the last 15 years. Helen holds the CII DipPFS, Pension Transfer Specialist and CertPFS (Paraplanning) qualifications. With a keen interest in Art, Theatre, World Cinema and Classical Music, she also enjoys travelling, cooking, gardening, going to the gym and Pilates.
The first step in achieving your goals is to discuss your current concerns with one of our qualified Financial Planners.