Helen Phillips
BA (Hons), DipFA, CertLTCP, LIBF Chartered Associate
I have worked in Financial services for the last 20 years, from the bottom up, from customer service, mortgages and protection to finally achieving my diploma in Financial Planning and to finally taking the plunge to start my own business and Practice with St. James's Place. This experience has been invaluable to shaping the Financial Adviser I am today.
About
My aim is to empower my clients to make the right choices towards their financial security. I want to enable clients to ensure financial security through providing clear financial planning and advice. Understanding what's important, what are your goals, aspirations and values, then we plan the journey to help achieve those goals.
One of my biggest motivators is my family, having a teenage son and a fiancé I know how important this is to my clients and creating financial security for you and your family. My business is named after one the biggest members of my family, one of my four dogs, Bluebelle the French Bulldog.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.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 05/08/2024
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.
Bluebelle Financial Planning Ltd is registered in England and Wales, Number 13434037. Registered Office: 10 New Street Ossett, Wakefield, WF5 8BH.
