Helen Grieves

Chartered Financial Planner, Partner

Helen is committed to helping clients understand their finances and make informed decisions that support their long term goals. With a strong technical background and a passion for educating others, she ensures that financial advice is clear, accessible, and tailored to each client’s needs. Her approach is built on providing guidance that empowers individuals to take control of their financial future with confidence. 

Helen’s career began in education after studying accounting at university and completing a PGCE in secondary mathematics. She spent several years as a successful mathematics teacher before realising her long standing interest in finance. Combining her teaching skills with her passion for financial planning, she qualified as a financial adviser and established a teaching academy to help others enter the profession. This experience gave her a deep technical understanding of the industry, making financial advice a natural next step in her career. 

Helen is a Chartered Financial Planner and Fellow of the Personal Finance Society.

Helen is passionate about making financial advice clear and accessible, helping clients feel confident in their financial future.