Helen named in prestigious UK guide

We are delighted to announce that Helen Brown has been included in a prestigious guide of the UK’s top financial advisers.

Helen, a Chartered Financial Planner at Phillip Bates & Co Financial Services, features in the newly published ‘VouchedFor’s 2022 Top Rated Financial Adviser Guide’, produced in conjunction with The Times newspaper.

Helen was one of the top performing advisers to make it into the list with 142 positive reviews from her clients. She has been included in the guide every year it has been published since 2014.

All advisers must undergo extensive checks prior to listing and be authorised by the Financial Conduct Authority.

Alex Whitson, Managing Director of VouchedFor, said in his foreword to the guide: “Uncertainty. It’s a word that has featured heavily in our past four guides. Whether due to Brexit, Covid or, now, the awful crisis in Ukraine. 

“Unsurprisingly, such difficult times increase the value people place on good advice.”

Helen, who has been with Phillip Bates & Co Financial Services, for over 12 years, said: “I am delighted to have been included in the VouchedFor guide again this year. The guide gives people the confidence that they can trust the advice of the advisers who are included.

“As the guide says, this is even more important when we are living through such uncertain times.

“As ever, I am hugely grateful to all the clients who have given me reviews for the advice I have given them during the last 12 months.”

Helen works mainly with pensions and investments and has a long-standing specialism in “at retirement” work. This is a crucial part of financial planning as it involves arranging income for retirement in the most effective way for the individual.

Alan Mellor, Managing Director of Phillip Bates & Co Financial Services, said: “Helen is an outstanding Chartered Financial Planner who goes the extra mile for her clients. This is evident from the enormous number of reviews that she receives each year.

“She is part of a team that is committed to providing our clients with long-term, diversified plans that will enable them to achieve their financial objectives.”

Helen is one of three Chartered Financial Planners at Phillip Bates & Co Financial Services along with Alan Mellor and Margo Dorozik.