Helen Whiting, DipPFS

Meet Helen

I have worked in Financial Services since 2000, starting at Cheltenham and Gloucester where I trained as a Mortgage Adviser. I stayed within the Lloyds Banking group until 2006, working across three branches in the heart of the city. I then moved to an Independent Wealth Management company in Liverpool city centre, where I further developed my skills and knowledge across the Financial Services market.

In 2008 I moved to a Wealth Management firm on the Wirral. There I took my Diploma in Financial Services, with an aim to expand my knowledge in the areas I could give advice. I loved my time there and enjoyed the relationships I developed with my clients over 11 years.

I have an absolute passion for developing and maintaining long-standing relationships with clients, ensuring they fully understand their needs and objectives. I find it especially rewarding to come back to clients time after time, to feel I have made a difference to their experience of the sometimes overwhelming Financial Services market.

I live on the Wirral and love playing, laughing and being silly with my daughter. She’s most definitely the best thing that has ever happened to me.

When I’m not being a Mum, I love swimming, being with my friends, enjoying the sunshine or going to the gym – It’s definitely the place I love to go to clear my head and feel amazing when I’m finished. I love listening to my music really loud whilst I’m in the gym, with my music of choice being either dance or, more recently, a power ballad playlist!