0330 038 8940
Based in Hitchin
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FCA Regulated
Helena and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 April 2025
Helena and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Helena has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Helena has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
11
Qualifications Uploaded
Helena has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 qualification certificates available to view
Helena has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Helena has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Helena has provided information on their typical fees
Helena has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
20
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Helena (based on 20 first impressions)
90% of users who are not yet clients had a positive first experience with Helena
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Helena (based on 20 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Helena and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 April 2025
Helena and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Helena has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Helena has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
11
Qualifications Uploaded
Helena has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 qualification certificates available to view
Helena has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Helena has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Helena has provided information on their typical fees
Helena has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
20
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Helena (based on 20 first impressions)
90% of users who are not yet clients had a positive first experience with Helena
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Helena (based on 20 first impressions)
I am a Chartered Financial Planner helping clients in Hitchin & surrounding areas to achieve their financial and lifestyle goals. Together with my business partner, Jonathan Smith, I run Smith and Wardle Financial Planning. We specialise in creating financial plans and providing financial advice for the following groups of clients: - Those planning for the future - Those at retirement - Trustees - Those looking for help with Inheritance Tax planning - DIY investors requiring a sense check Why choose us? At Smith & Wardle, we understand that financial planning is about you and what you are trying to achieve. We spend time understanding your goals, what drives you, and what you want your future to look like, not just listing what you have and what you owe. Your aims are our aims. We specialise in creating financial plans and providing financial advice to guide you through life’s twists and turns. As independent financial planners, we listen to what’s important to you. Our transparent fixed fee structure separates us from other advisers and means our relationship is completely focused on you. A bit more about me: I have 11 years’ experience advising clients; eight of which have been as a regulated financial adviser. I place a huge emphasis on learning and love the challenge of getting to grips with complex and technical concepts, which is what lead me to become a Chartered Financial Planner and to take on the challenge of completing my MSc in Financial Planning in 2018. As a self-confessed pensions geek, I specialise in helping people to plan for retirement and understand if they have enough to last. My aim is to bring these complex financial planning areas to life for people in a way that they will understand. Many of my clients' comment that they feel reassured and empowered by the service I provide which is always tailored to each person as an individual. My main aim is to demystify financial services, giving you clarity on your future. If you’d like to find out more about how I can help you, please get in touch.
Offers available through VouchedFor
Contact Helena through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Helena's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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