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.
|Diploma in Regulated Financial Planning||DipPFS|
|Advanced Diploma in Financial Planning||APFS|
|Long Term Care||CF8|
|Life & Pensions Customer Operations||LP1|
|Financial Services Products and Solutions||LP2|
|Financial Services, Regulations & Ethics||R01|
|Investment Principles and Risk||R02|
|Pensions and Retirement Planning||R04|
|Financial Planning Practice||R06|
|Discretionary Investment Management||J10|
|Securities Advice & Dealing||J12|
|Personal Tax & Trust Planning||AF1|
|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:
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.