An Associate Partner Practice of St. James's Place Wealth Management

Helena Lindley Financial Advice

Helena Lindley

I provide wealth management advice to individuals and families they love. My advice is tailored to meet your personal and/or business objectives.

About

Based in Solihull, I provide wealth management advice to clients throughout the UK.

I have worked in Financial Services for over 20 years. Prior to becoming a Financial Adviser, I worked in Compliance and Risk. As a consequence, I have an excellent understanding of my regulatory obligations and an appreciation of the importance of making sure my clients have a complete understanding of any action we may take and the journey ahead of us.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.

Fundamentally I see my approach as one of problem-solving for my clients - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

Outside of my business, I am a keen runner and am a member of my local running club.

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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.