Helen Lindo


helenWhat makes me tick?


As an Adviser and Director, I enjoy making a difference, educating clients and assisting them to meet their life goals and objectives.  I am responsible for and relish both the compliance and operational responsibility for the business and striving to improve delivery of our services.

Since joining in 2001, I have provided straightforward, holistic financial planning advice.

I am a Chartered Financial Planner and hold the Advanced Diploma in Financial Planning.

I am a Resolution trained specialist working with Family solicitors for divorce.

Out of work

Football season ticket holder
Travelling & socialising with friends

tel0115 9075124

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