0203 544 6810
Based in Knightsbridge
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2024
5 out of 5
Checks carried out by VouchedFor
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 status
Last checked: 22 June 2025
Helen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Helen's status
17
Recent Client Reviews
Helen has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Helen has received 17 client reviews in the past 12 months; 100% of these have been verified
Limited Mortgage Adviser
Helen can advise across a limited set of mortgage products, which may be provided by companies Helen works with. This limitation may allow Helen to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
Last checked: 23 May 2025
Helen can advise across a limited set of mortgage products, which may be provided by companies Helen works with. This limitation may allow Helen to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
Qualifications Uploaded
Helen has not yet added their qualifications to their profile
Qualifications not yet added
Helen has not yet added their qualifications to their profile
Transparent Fees
Helen has not yet added their fees to their profile
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Helen has not yet added their fees to their profile
Checks carried out by VouchedFor
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 status
Last checked: 22 June 2025
Helen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Helen's status
17
Recent Client Reviews
Helen has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Helen has received 17 client reviews in the past 12 months; 100% of these have been verified
Limited Mortgage Adviser
Helen can advise across a limited set of mortgage products, which may be provided by companies Helen works with. This limitation may allow Helen to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
Last checked: 23 May 2025
Helen can advise across a limited set of mortgage products, which may be provided by companies Helen works with. This limitation may allow Helen to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
Qualifications Uploaded
Helen has not yet added their qualifications to their profile
Qualifications not yet added
Helen has not yet added their qualifications to their profile
Transparent Fees
Helen has not yet added their fees to their profile
Fees not yet added
Helen has not yet added their fees to their profile
Hello, I'm Helen, a dedicated Mortgage and Protection Adviser at SWFS Ltd (a Partner Practice of St. James’s Place) with over 20 years of experience in helping clients navigate the complexities of home financing and financial protection. My mission is to provide personalised advice and solutions that align with your unique needs and goals. I have built strong connections with my clients over the years, and I am now arranging mortgages for the children of my original clients. I specialise in: • Mortgage Advice: Whether you're a first-time buyer, looking to remortgage, or interested in buy-to-let, I can guide you through the process to find the best deals and terms. • Protection Planning: Ensuring you and your loved ones are financially secure is my priority. I offer expert advice on life insurance, critical illness cover, income protection, and more. What sets me apart is my commitment to transparency, integrity, and client satisfaction. I take the time to understand your situation and provide clear, jargon-free advice. My goal is to make the journey to financial security and homeownership as smooth and stress-free as possible. I can also identify if my clients have other areas of financial planning needs and work closely with Sanjay Wadhia, Senior Financial Adviser at SWFS Ltd, to ensure these are supported. Outside of work, I enjoy running, walking my dog and travelling, which helps me stay balanced and energised to serve my clients better. Let's work together to achieve your financial goals and secure your future. Feel free to reach out for a no-obligation consultation! Some Buy to Let mortgages are not regulated by the Financial Conduct Authority. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. 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
£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 Helen's clients
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