Helen named in top financial adviser guide

Helen Brown, a chartered financial planner at Phillip Bates & Co, has once again made it into VouchedFor’s 2019 Guide to the UK’s Top Rated Financial Advisers.

The guide “aims to demystify the advice landscape and highlight those financial advisers who are consistently doing an excellent job for their clients.”

Selection is based on the number of client reviews amassed during the course of a year.

Helen’s achievement caps a successful 12 months as, together with colleague Margo Dorozik, she achieved chartered status. This means that, along with MD Alan Mellor, the firm now has three chartered financial planners, something that is extremely rare in the region.