Helen Lord

About me:

Job Title: Client Support

What I do: My client support role works closely with the paraplanners and advisors, prepping the admin for meetings and annual reviews. From chasing the providers of policies to get information and drive our processes along whilst liaising with our clients, trying to make the process as smooth, seamless, and timely as possible.

Favourite part of my Job: Meeting our clients and supporting them with our processes. It’s a real joy getting to know our clients.

Outside Work: Time spent with my husband Kirk and 3 daughters, often playing taxi-driver to their club and social lives!

Secret Skill: Making Autumn & Christmas Wreaths!

Childhero Hero: Cheryl Cole!

First Concert: Hear Say! But my absolute favourite concert has to be seeing Coldplay at Wembley! Absolutely incredible!

Our Approach

Knowing what your money is doing and how it’s helping you achieve your goals will give you an overall feeling of confidence and control over your finances. We like to keep the process as simple as possible, creating a clear, confident plan in 3 steps


We listen to you, we ask lots of probing questions so we can get a true understanding of what your concerns are, what your goals are and where you would like to get to. It’s not just about your money, it’s about your life. We understand how complex your life and financial situation can be, and we are here to simplify it and to help.


Now we know you and your goals, we create a comprehensive financial roadmap for your future. We will consider how all your plans and investments overlap and interact with one another in order to formulate the most effective and efficient strategy for you. This can be concisely summarised by the phrase “the whole is more than the sum of its’ parts.


Life never stands still for long. The best financial plans are designed to enable you to put alternative scenarios in place so that your long-term strategy can be altered and fixed. So, while it doesn’t mean that your overall goal has to change – it might just mean altering the road that ultimately gets you there.

We’re here for the whole journey

We will continue to regularly meet with you to update the plan for life events and take into consideration any changes in your goals. We’re here for the whole journey. All good relationships require continual feedback and input.  Once we have learned about you and your needs, developed and implemented a financial plan, we are not done, and in many ways our work has just begun.

Regularly reviewing and adapting your financial plan is always recommended, no matter what’s happening, because it helps you to stay on track. We will continue to regularly meet with you to update the plan for life events and take into consideration any changes in your goals.