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

Helen Wright Wealth Management

Helen Wright

DipFA, CeMAP
I have devoted the whole of my working life to helping my clients and their families, relatives and colleagues make the most of their money and realise their financial goals. Over the years, I have worked with the aim of achieving excellent client satisfaction, whilst gaining numerous qualifications and experience along the way.

About

Being based between Sheffield and Chesterfield, I am able to provide advice to clients across Derbyshire, Nottinghamshire and Yorkshire. 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 am I able offer a rounded, professional and principled service.

Outside of my business, the important things are my family, my friends, going to the gym, good food and wine and foreign travel.

My core values focus upon providing my clients with an expert, professional service of unique quality, delivered with the highest levels of honesty and integrity, with one clear aim in mind - to help you, your family and loved ones achieve financial peace of mind, both now and in the future.

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

44 Crofters Close, Killamarsh, Sheffield, S21 1JH

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
I have been receiving financial advice from Helen Wright for almost 30 years and she has always been well informed, enthusiastic, likeable, efficient and trustworthy. Helen is now also advising my children on my recommendation.
N.W.T Creighton | Retired
I have known Helen Wright for almost 30 years and she has always been well informed, enthusiastic, likeable, efficient and trustworthy. She has always responded promptly to any concerns or queries that we have had over the years. My children now receive financial advice from Helen and find her helpful and understanding.
B. Creighton | Retired, Barnsley
I have known Helen for over 20 years. Helen has always shown integrity throughout. She is extremely passionate and genuinely cares about her clients. Helen always wants the best for them, has helped and supported me throughout my pension process and has always given me sound advice on how best to maximise my pension. I would most certainly recommend Helen to anyone who is considering their pension and investments.
Beverley Joy Brade | Administrative Assistant, Sheffield
Helen Wright has always provided me with exemplary service, asking me careful questions to explore and then understand my financial and pension needs, then giving sound advice on how to maximise my investments for my retirement. Helen has always acted promptly and efficiently to respond to my investment and pension requirements. I would not hesitate to recommend Helen to anyone considering starting, managing or taking a pension.
Ralph Gregory Blade | Chartered Engineer, Sheffield
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.

Why Choose St. James's place?

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

Helen Wright
Helen Wright Wealth Management