Skip to the content
Say Hello to Lowes text

Helen Grieves FPFS

Financial Planner

Helen Grieves portrait

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
Diploma in Regulated Financial Planning DipPFS
Advanced Diploma in Financial Planning APFS
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

A member of our team will use the details you have provided to respond to your enquiry. If you have not agreed to be contacted further then your information will be removed from our database. We will not use your information for any purpose other than specified by this form unless legally necessary in the course of business.

For more information view our Privacy Policy.

UP