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Helen Williamson

My goal is to help my clients achieve their goals, working together to help them achieve financial freedom. I want to help take away the stress, concerns and worries that money can bring, by providing a proactive, approachable service to build a bespoke financial plan for financial security, prosperity, happiness and well-being.

I work with families, self-employed small business owners and people with connections to the UK Armed Forces. I particularly enjoy helping my clients understand their own financial situation better, and feel more confident about fulfilling their dreams.

About

Based in North Scotland, I work with clients across Moray, the Highlands and Aberdeenshire, or virtually throughout the UK, on their life and financial priorities, creating a holistic plan to reach their goals. I understand money is emotional, finances are complicated, a time is short. I want to help make people more confident about money, help solve your problems around finances, and provide a personal, tailored service.

I'm focussed on developing long term relationships, working through the ups and downs life brings, changes brought by life events, with regular catch ups to ensure your plan is still relevant and appropriate for you. Working out your short and long term goals and aspirations, and helping you stay on track to achieve them.

I am an RAF Veteran and Military Spouse so understand the particular challenges faced by those who have served or are still part of the Armed Forces community. I have been awarded the Armed Forces Covenant Employer Recognition Scheme Silver Award, in recognition of my support to the Military community.

I am passionate about financial education, and am accredited to deliver sessions within schools, educational settings and workplaces. Understanding finances is the first step to improving financial well-being, so aim to deliver in one to one meetings or group sessions.

My business has 100% female representation currently, as a woman led financial planning business, and is a signatory of the Women In Finance Charter.

Outside of work, I am a mum of 2, plus 2 crazy spaniels. I enjoy spending time with them outdoors, seeing them smile and exploring the countryside.

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

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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.

SJP Approved 12/02/2025

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.