Helena Davies Financial Services

Looking after the heart of your home

What’s the best way to enjoy what life has to offer tomorrow? By getting your house in order today.

Securing the best mortgage or insurance policy for the right price is a huge challenge.

Alone, it can be a stressful, time-consuming experience that ends up costing more than it should.

With our support, you’ll receive a mortgage or insurance product that fits the bill (and budget) perfectly with a process that feels like a walk in the park.

From matching your “must haves” with potential products to securing the best deals via our exclusive network of lenders, we do all the legwork so you can skip straight to your happy ending.

Start living your dream tomorrow by getting it all sorted today.

Let's talk

How can we make your life easier?

Transparency, clarity and fantastic value – offering you invaluable support and service so you can enjoy the best results.

Mortgages made easy

Whether you’re a first-time buyer or a seasoned home-mover, find the perfect mortgage for you (and your bank balance).

Insurance to be sure of

Protect yourself and the life you love for less and discover how securing comprehensive cover needn’t be a hassle

A Jargon-free zone

Make better financial decisions by swapping out complicated jargon for accessible language in layman’s terms.

Expert, impartial advice

We’re on nobody’s team but yours and every bit of insider know-how, every red-hot deal, and every answered question* phone call will prove it.

What our clients say

A huge thank you to Helena for all her help during the selling of our house and the purchasing of our new home. She advised us every step of the way, sorting out our new mortgage and all our insurances.
Helena was hugely informative and amazing and ensured we got everything we needed to be able to make a move we’ve wanted for a long time. She was always at the other end of the phone and never made us feel like we were asking daft questions, working tirelessly to make things happen.
Thank you so so much, Helena. We would definitely recommend her services to everybody!

Vicky, Whitchurch

Helena is fantastic. She’s the go-to person for life cover, wills and mortgages and I couldn’t recommend her highly enough; she provides a Rolls Royce service.

Victoria Lacey

Definitely recommend. I got a great deal through Helena Davies Financial Services and all the hard work was done for me. Thanks, Helena!

Debra, Lightwood, Stoke on Trent

Helena has helped us so much over the last couple of months. Nothing was too much trouble; mortgage, insurance, Wills... She's just fantastic, so very patient, makes you feel totally at ease and explains everything so well. I cannot recommend her enough.

Shelley, Whitchurch

Helena was very helpful in dealing with our requirements for Wills and life cover. A very professional service, no pressure, and a pleasure to do business with.

Andy Windsor

Helena assisted us greatly and went above and beyond to ensure we got the best mortgage deal available to us. Friendly, approachable and helpful alongside having top knowledge in her field. Being first-time buyers, no questions were daft questions and every one was answered swiftly in layman’s terms so that we knew exactly what we were required to do. Great service and would definitely recommend.

Elliot, Weston Coyney, Stoke on Trent

Helena was amazing! She went above and beyond to help me. Being a first-time buyer, I didn’t know a lot about what I was doing. Helena was friendly and made sure to explain everything when it was needed. I would 100% recommend Helena to anyone and will use her services again if the need arises!

Rosemary, Dresden, Stoke on Trent

I recently used Helena for life, critical illness and Will writing. Nothing was too much trouble, even though I kept constantly changing my mind on the content of my will - it's a pretty big deal, after all! I will be using Helena again. Highly recommended.

Zoe, Forsbrook, Stoke on Trent

What would I do without Helena? I cannot stress enough how fantastic she is - not only is she extremely good at her job, nothing is ever too much for her.
I’ve recently used Helena to help me purchase a property, for which she found me a fantastic mortgage rate. She’s advised me on a not-so-straight forward house sale in which she helped mediate financial discrepancies which I’m very grateful for.
As well as all the little questions she has answered for me along the way, I’m in the process of writing my Will and I know this will be an easy process with her help.
Helena, you are an absolute star and should be proud of the fantastic professional and personal service you give to each customer. 100% recommendation every time.

Hayley, Ashbourne

Excellent professional service for my recent will. I would recommend Helena to anyone, she is so understanding and very knowledgeable.
Thanks so much Helena you are a star I will be in touch when I’m ready for my mortgage! X

Karen, Werrington

The process of buying a house is a minefield, especially for first time buyers. I would recommend Helena to anyone looking into buying a home. The help we received has given us the chance to buy our dream home and now we are in, we couldn’t be happier. Helena made this possible.
Helena’s help throughout the whole process has been second to none; always available and always on hand to answer any of the many, many queries we had.
There were extremely difficult times throughout the process and it is safe to say that without Helena’s support, guidance and a lot reassurance, I would have given up months ago and would be renting, paying someone else’s mortgage.
Myself and Steve would like to personally thank you Helena for making our dream a reality and for putting up with us for the best part of a year, we couldn’t have done it without you!

Matthew, Newcastle Under Lyme

I cannot thank Helena enough.. she has been with me every step of the way of me purchasing my right to buy.. she as sorted everything out for me. I honestly could not of done it without her. She is amazing.. Great service and nothing was too much trouble. Thank you

Trista, Longton

Helena has been phenomenal throughout the whole process. With us being a first time buyers, it was very confusing as we did not know how it worked or what we needed to do, myself and my partner could not had done It without Helena. She was very professional, very friendly and more importantly, really supportive. We contacted Helena on weekends and some late at nights and she responded quickly. She always went above and beyond for us! No question was a silly one to her and I would highly recommend Helena! 5* service. We got a lovely card through the post after receiving the keys, which was lovely.

Leanne, Weston Coyney

Thank you Helena and Millie for all your help. You were extremely professional and kept us informed and supported throughout the process. I would absolutely recommend your service.

Stef, Forsbrook

Me and my partner bought our first home recently. All I can say is thank GOD we had these pair, every problem Helena and Millie were on to it and kept us updated all the way. Right until the very moment we had our keys Helena and Millie supported us. Can’t recommend them enough.

Gemma, Blythe Bridge

Helena and Milly really are fantastic. They are friendly and approachable and are happy to answer any questions you have. I don't know what we'd have done without them!

Izzie, Nantwich

I have recently used Helena for mortgage advice and life insurance I highly recommend her service nothing at all was any trouble, I wouldn't use anyone else.

Neil, Tean

Gotta say Helena that you’ve provided the best service I’ve had. Above and beyond what you’ve done for us with our new house purchase. Millie and yourself have not gone the extra mile but you’ve completed a marathon for us. Your highly highly thought of and recommended by myself and my family. . Thank you so much

Mark, Weston Coyney

Helena and Millie are absolutely great! They held our hand throughout our mortgage application, and took all of the stress away. They answered all of our questions with professionalism and friendliness, which was very reassuring for us ☺ we have already decided to use them again for any remortgage purposes in the future. Thank you! 🌟

Peter, Park Hall

What can I say about this pair of wonderful people!! Helena and Millie were superb. Our first house purchase was particularly problematic (especially with the pandemic) and the service we received was second-to-none. Helena and Millie kept us updated every step of the way and were like a dog with a bone with our solicitor and lender until we finally got a completion. Helena also sorted out competitive life insurance for us. I am certain I have now found my financial advisor for life. Thank you both so much for making mine and wife’s dream a reality xx

Dave, Leigh

Helena was absolutely wonderful from start to finish when sorting out my income protection and life insurance. She handled the whole thing - which was ideal because I had no idea what I even needed!

All I had to do was let Helena know a few details and personal priorities, sign the odd form, and she landed me with a policy that was right for me at a price I could afford. She was responsive and informative throughout - there's no such thing as a stupid question with Helena and I never once felt like she was rushing me through without giving me a chance to understand what was happening.

She's knowledgeable, empathetic and absolutely passionate about helping you as a client and as an individual. I would never have sorted any of it out if it wasn't for Helena, and while I hope it will be a LONG time until I need to call on the policy to support me, it's great knowing it's there.

Genevieve, Leek

I would 100% recommend Helena to anyone in need of financial advice. I recently used Helena when re-mortgaging, both Helena and Millie went above and beyond to help me throughout the buying process and made everything really straightforward and easy to understand.

Thank you very much to you both!

Georgia, Cheadle

Helena and Millie have been brilliant through the whole house buying process. Both went well above and beyond through the nightmares we had whilst buying our first house. Could not recommend them anymore highly.

Jasmine, Meir

This lady is amazing. She was superb from start to finish during the mortgage application process. Thank you so much for all your hard work, professionalism and time. I recommend Helena highly.

Lee, Blythe Bridge

A brilliant job by helena and millie .lovely ladies and very professional .very good i would recommend to anyone, thankyou 😊

Nathan, Blythe Bridge

We have had a great service putting together our wills.
Would recommend to anyone.

Paul, Stafford