After a difficult 12 months and a year of virtual contact we were finally able to join together for a lovely afternoon full of laughter and socialising! It was lovely to see all the Advisers and Staff together but may have been too much for baby Isaac Whittaker!
Thanks to our Director, Martin Ward, for a great afternoon!
We are delighted to announce that Helen Wilson has joined our Financial Adviser team. Helen is a fully qualified Financial Adviser and has been providing financial advice for 27 years. She began her career at Nationwide Building Society and then joined a smaller family financial adviser practice, and this is how we got to know each other.
Four Oaks Financial Services worked alongside Helen on some more complex pensions cases, until Helen was herself qualified to undertake this work. When a retirement caused the family practice to wind-down Helen called us and we were incredibly pleased to welcome her aboard.
Helen is qualified in all aspects of financial planning including Investment planning, mortgages and financial protection, pensions advice and retirement planning. She is also qualified to advise on Defined Benefits Pensions, which are complex pension cases. Not all advisers are qualified to do this type of work.
For Helen, the best aspect of being a Financial Adviser is meeting clients and the long-term relationships that develop. She loves helping people to achieve their dreams and being an Adviser for 27 years means in some cases Helen advises multiple generations of the same family.
When she is not giving financial advice, Helen enjoys walking the family dogs, a Labrador and a Spaniel, the theatre, especially the ballet, and travelling.