Location: Pirton

Client since: 2014

“They really make you feel as though they have your interests at heart. They’re interested in you as a person.”

I’d managed my finances pretty much myself for a long period of time, with occasional help, but it’s quite a lot to manage when you’re still working. I was looking for someone to share the load and keep track of things, which I knew a financial adviser could help me with. I knew Helena from when she worked at Nationwide, so I sought her advice.

Helena reassured me that she had her finger on the button. I had a couple of properties I rented out, as well as some spare cash to invest, and she immediately told me the sorts of things we could do and helped me to manage my portfolio. I’d already had ISAs and various savings, which she helped to consolidate.

The advice Helena provides is excellent. If she notices anything looking rocky, she’ll call me and recommend any changes. I trust her completely. I say, “Do whatever you think best, as I know it’s going to work!”.

Nothing is too much hassle. She’s always accommodating and happy to see me at home, so we meet at least twice a year. When I have visited the office, I always get a cup of coffee and everyone is always friendly. Jon and I are friends too.

With both Helena and Jon, they really make you feel as though they have your interests at heart. They’re interested in you as a person.

Smith & Wardle Financial Planning is a trading name of Smith & Wardle Financial Consultants LLP (OC398850). Registered in England and Wales, our registered office address is Suite B, Gloverside, 23-25 Bury Mead Road, Hitchin SG5 1RT.

We are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 912090.

The content of this website is meant for information purposes only, and does not constitute advice. The value of investments can fall as well as rise, utilising investment products places capital at risk.

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01462 420544

Suite B, Gloverside
23-25 Bury Mead Road