Meet the team: Helen Brown

Helen Brown is a Senior Financial Planner at Phillip Bates & Co Financial Services, having joined the team in June 2009.

“My whole career has been spent in the Financial Services industry; starting off as a mortgage adviser and then progressing to full financial advice,” Helen said.

“I have always worked for banking institutions but, for the last 15 years have worked in smaller independent firms.

“When I started with Phillip Bates & Co, I specialised in arranging pension income for clients who were retiring. This became my principle role within the business however, with the changes to pension legislation in April 2015, the pensions marketplace started to become much more investment based which means that I have now evolved into investment as well as pension advice and planning.

“I am currently working towards my Chartered qualification, which is recognised in the industry as the gold standard. I am currently half way towards achieving this and hope to be fully qualified in mid-2018. These are advanced financial planning qualifications and, as such, demand a high level of technical knowledge in pensions, investment and tax planning.

“The part of my role that I enjoy most is interacting with my clients. I take great care in looking after them and their interests and am enjoying building long-term relationships that I hope will last for many years to come.

“I Iike to offer a warm and friendly service and hope that my clients would agree that this is what they receive. My very favourable reviews on the website ‘Vouched For’ do seem to reflect this and I am very proud of that.

Connect with Helen by contacting her here.

1 reply
  1. Paul Sandiford
    Paul Sandiford says:

    Helen has been my Financial Advisor for several years and made my early retirement at 55 stress free. Helen keeps in touch to make sure my finances are fine and offers the latest advice for my circumstances. I rarely give recommendations but have shared Helens business cards with family friends and ex colleagues. Everything Helen has done for me has been tailored to my specific requirements and I could have made more interest if I took risks but preferred a steady guaranteed return which I have been more than happy with..


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