Helena Bourner

Helena is a Wealth Planner holding the Chartered Insurance Institute Diploma in Financial Planning, with over 15 years of industry experience.

From the very beginning of her career, Helena discovered a passion for giving advice and supporting others. Her journey has taken her through various departments within the company, where she has built a strong foundation of technical knowledge and a deep understanding of the financial landscape. Helena takes pride in offering a friendly, transparent service, sharing her expertise to help clients make informed decisions.

She is committed to working closely with you to achieve your current and future financial goals. With a holistic approach to financial planning, Helena can identify any gaps in your strategy and provide tailored advice to help you move forward with confidence.

Outside of work, Helena is an animal lover who enjoys hiking and exploring local garden centres.