Helen Howcroft

Private Client Director


Using her extensive technical expertise, Helen ensures clients can be confident in their financial plans.

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@helenhowcroft

Meet Helen

Helen knows the true worth of sound financial planning. When she lost both parents aged just 10, her grandparents' brilliant financial adviser helped put her future back on a secure footing. She brings this same ethos to her clients.

Helen specialises in complex financial affairs, including pensions, helping clients navigate a divorce and working with high-net-worth clients. Her experience includes establishing her own Chartered financial planning firm, and she is a Fellow of the Personal Finance Society, its highest accolade. She is also a Chartered Financial Planner.

We can’t predict the future. But our plans can stretch out a financial safety net to protect you from life’s falls.

Helen Howcroft

Private Client Director

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The value of investments and any income from them can fall and you may get back less than you invested.