0151 353 7186
Based in Neston
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FCA status: Certified by Firm
Helen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Helen's statusLast checked: 08 May 2026
Helen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Helen's status
2
Recent Client Reviews
Helen has received 2 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Helen has received 2 client reviews 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: 02 April 2026
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.
3
Qualifications Uploaded
Helen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below3 qualification certificates available to view
Helen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Helen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowHelen has provided information on their typical fees
Helen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
34
Positive First Impressions
82% of VouchedFor users have had a positive (4 or 5 star) first experience with Helen (based on 34 first impressions)82% of users who are not yet clients had a positive first experience with Helen
82% of VouchedFor users have had a positive (4 or 5 star) first experience with Helen (based on 34 first impressions)
About
As a Chartered Financial Planner, I have taken the time and trouble to increase my knowledge and professionalism to ensure I can meet thoroughly my client's needs and expectations. I advise on both pensions and investments and have very specific experience in the 'at retirement' marketplace. I am therefore able to offer financial planning right through to retirement and the eventual arrangement of pension income. I have been with Phillip Bates & Co Financial Services Ltd for 14 years and take pride in maintaining an exceptional level of service for my clients. Developing lasting and successful client relationships is the most important part of my role, as I believe it is essential to build a solid foundation of trust, respect and understanding between a client and their adviser. This is also the part of my job that I enjoy the most, as it enables me to help people to attain their goals and sometimes even live their dreams - what could be more satisfying than that?