Helen Howcroft

Helen understands the life‑changing impact that thoughtful, strategic financial planning can have. Having lost both parents at the age of ten, she experienced first‑hand how a skilled and compassionate financial adviser can provide stability, security and a sense of future. That early experience shaped her career and continues to influence the way she supports her clients today.

A Chartered Financial Planner and Fellow of the Personal Finance Society, the highest level of professional recognition in the industry, Helen specialises in advising clients with complex and multi‑layered financial affairs. Her expertise includes working with high‑ and ultra‑high‑net‑worth individuals, business owners, clients navigating divorce, and families managing intergenerational wealth and inheritance tax planning.

Helen is known for her diligence, technical depth and calm, methodical approach to problem‑solving. Equally, she is recognised for her empathy and ability to empower clients, particularly women, to feel confident and informed about their financial decisions. Before joining the firm, she founded and led her own Chartered financial planning practice, bringing valuable entrepreneurial insight to her work with business‑owner clients.

Clients choose to work with Helen for her blend of expertise, integrity and emotional intelligence and for the reassurance of knowing they have a trusted partner by their side for every major financial decision.