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 Baillie

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 Palmer

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 Brassington

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 Wright

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 Cockle

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 Kasiya Andthebus

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 Twigge