
Helena Wardle
Chartered Financial Planner
Professionally
Helena began working at Nationwide in 2006 and decided early on that she wanted to become a financial adviser. Helena qualified as a financial adviser in 2011 and has been helping support clients ever since.
Helena very much values learning and loves the challenge of getting to grips with complex and technical concepts, which is what lead her to become a Chartered Financial Planner. She took on a different challenge in 2018 and completed her MSc in Financial Planning. It was by far her most valuable learning experience; improving her objectivity, understanding of people, and her interest in academic reading and research.
As a self-confessed pensions geek, Helena specialises in helping people to plan for retirement and understand if they have enough to last. Her aim is to bring these complex financial planning areas to life for people in a way that they will understand.
For Helena, financial planning is about helping people to define what they want, decide on what they are prepared to compromise on (if they need to), and give them reassurance and a simple plan to follow.
The conversations Helena has with clients are often less about how much you have, and more about what do you want to achieve. It can sometimes mean having tough discussions around subjects people would rather avoid, but Helena is always honest and sensitive in her approach.
Helena loves the team spirit everyone has created at Smith & Wardle; working together, laughing together, and supporting each other. She would say there’s a very special atmosphere in the office; everyone cares about both the work we do and the clients we work with.
Personally
Helena is married to one of her favourite humans and they have a very spoilt doggie called Oreo. They often refer to him as Riley and would love to swap lives with him.
In her spare time, Helena is a keen runner and a reluctant adventurer; by reluctant, she means her husband dreams up mad challenges and she stupidly agrees to go along! Thanks to him, Helena runs and has done the Marathon du Medoc, Comrades Ultra-Marathon and the London Marathon. They have also climbed Kilimanjaro along with Jon and his wife Catherine.
In the quieter moments, Helena loves spending time with her favourite people and can often be found in the garden on a sunny afternoon reading a good book. She also enjoys taking Oreo for walks – preferably near a pub!
Importantly
We recommend that you always verify credentials before doing business with any financial professional. Helena’s credentials can be viewed below.
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, Hitchen 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.
Click here to read our complaints policy.
Suite B, Gloverside
23-25 Bury Mead Road
Hitchin
Herts
SG5 1RT