Hi, I’m Helena, founder and senior advisor of Helena Davies Financial Services.
I’m passionate about helping people achieve their goals – whether that’s buying their first home or protecting their family for less.
Significant financial decisions can often feel daunting, and many of my clients come to me feeling anxious, confused, or wary. My approach is to get to know you so I can really help you better; guiding you through the financial quagmire so you reach a destination that works for you.
While working in the financial sector for many years, I was able to gain a huge amount of experience and knowledge. I loved helping people create the lives that they wanted, but I knew I could do more for them under my own steam.
Since then I’ve had the privilege of ensuring many clients realise their dreams, including first-time buyers getting their foot on the property ladder, couples in search of the perfect home for a growing family, and even mortgages for folks who thought their credit scores were a non-starter.
I take huge pride in orchestrating insurance for clients so they can fully protect themselves and their families. From home insurance to income insurance, for me, it’s all about the needs of my client.