Stockton
Helen has more than 20 years’ experience in the financial services sector.
Helen gained her qualifications, achieving Chartered Financial Planner status in July 2019 and became a Fellow of the Personal Finance Society in December 2021.
Helen advises clients mainly around pensions, both before and after retirement, explaining technical aspects to clients in a manner that they can understand. Helen most enjoys providing clients with peace of mind that they can meet their financial objectives, like retiring early
Helen has played the ‘cello almost all of her life and is a member of the Cobweb Orchestra. She enjoys keeping fit by running and playing netball. She is also a bellringer, ringing regularly at Churches in the local area.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
