Meet our adviserrs

Helen Evans

Helen Photo V3

Helen Evans DipPFS

Independent Financial Adviser

About me

I have over 25 years’ experience in the financial services industry and enjoy going through the various stages of my clients’ lives.  Whilst I don’t take myself too seriously, I do take the quality of my advice, level of service provided and my reputation very seriously, and that has ensured clients feel comfortable with me as a person they trust and who’s advice they value.  I feel extremely privileged to have this relationship with my clients and helping them achieve their goals gives me a great sense of achievement.


South Wales