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About Helen Grieves
After studying Accounting at university, Helen decided to pursue a career in teaching, and went on to complete a PGCE in Secondary Mathematics. Following this, Helen enjoyed several years as a successful mathematics teacher. As time passed, she realised she had always been interested in finance and believed with the skills she had acquired through teaching she would be able to inspire and educate others. Helen completed her financial adviser qualifications and set up a teaching academy to support and inspire others to do the same. This resulted in her having a high level of technical understanding within the industry, so moving into giving advice was the next logical step and something she had been keen to do from the start.
“It is important to help people understand their finances and support them in making the best decisions for their future”
Outside of work, Helen enjoys cooking and socialising with friends.
Business Qualifications
Qualification |
Abbreviation |
Fellow of the Personal Finance Society | FPFS |
Chartered Financial Planner | APFS |
Diploma in Regulated Financial Planning | DipPFS |
Long Term Care | CF8 |
Equity Release | ER1 |
Life & Pensions Customer Operations | LP1 |
Financial Services Products and Solutions | LP2 |
Financial Services, Regulations & Ethics | R01 |
Investment Principles and Risk | R02 |
Personal Taxation | R03 |
Pensions and Retirement Planning | R04 |
Financial Protection | R05 |
Financial Planning Practice | R06 |
Discretionary Investment Management | J10 |
Securities Advice & Dealing | J12 |
Personal Tax & Trust Planning | AF1 |
Investment Planning | AF4 |
Financial Planning Process | AF5 |
Contact Helen Grieves
If you would like to get in touch with Helen Grieves, please complete your details and you will receive a response at the earliest possible opportunity. Alternatively contact us via:
0191 281 8811
enquiry@Lowes.co.uk
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