Helena Lindley

Hi, I'm Helena. I have over 20 years experience working in financial services and as a Financial Planner based in Warwickshire, I am committed to working with clients throughout their lives as a trusted source of advice, providing financial planning solutions to help them reach their lifelong goals. My emphasis is on maintaining long term relationships with my clients to provide them with a source of trusted advice, based on problem solving not product selling, as their financial needs evolve over the years. My advice not only covers all areas of wealth management, I am also qualified to provide mortgage and equity release* advice too. I work for Brace Wealth Management which proudly holds Chartered Firm Status. At Brace, our commitment to approachability and building strong client relationships is the cornerstone of our business philosophy. I am a firm believer in this down to earth approach to helping clients reach their life goals, through true holistic financial planning. We firmly believe our client-focussed approach, expertise and commitment to simplifying financial matters sets us apart and contributes to a positive and trusting experience. I have appeared in The Times as a Top-Rated Adviser for the last 2 years and Brace Wealth has also appeared as a Top-Rated Firm for 2023 and 2024. Outside of work, I am a keen runner and am a member of my local running club. I am also a keen supporter of cancer charities, having run the London Marathon in aid of Macmillan and also taken part in many Race for Life events.. For more details, please visit www.bracewealth.co.uk We look forward to welcoming you to the Brace Wealth family! *This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx