A people thing
Helen Lindo
Independent Financial Adviser
With more than 22 years' experience as a financial services professional, Helen joined our ranks in 2001. Previously she worked for a major insurer and another local firm of Independent Financial Advisers. Helen qualified as an adviser in 1994 and a decade later completed the Advanced Financial Planning Certificate. A member of the Personal Finance Society, she has gained advanced qualifications in pensions, trust and tax planning. In addition, she is a qualified mortgage adviser. Helen is also an affiliate member of Resolution, working as an accredited specialist in providing pensions and divorce advice.
Away from the office, Helen is a keen school governor, enjoys keeping fit and spending valuable time with her husband and their children.