Helen Merrall
DipPFS BA (Hons)
My aim is to make finance understandable, provide an exceptional service, and ensure I always fully understand the needs of my clients. My goal is to provide clear tailored advice in a relaxed and down to earth way.
About
I have worked in financial services for the past 20 years and provide long term financial planning to individuals, families, and small businesses. My services include retirement planning, investment planning, as well as protecting people and their estates. I am passionate about people and understanding their lives and financial situation.
I am committed to ensuring that my industry knowledge remains relevant and place a strong emphasis on my personal development. This, along with the dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded and professional service.
Outside of work my two daughters keep me extremely busy with their endless activities! As a family we love travelling, paddleboarding and socialising.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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.
SJP Approved 27/07/2023
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.
