Helena is based at our practice in Hitchin, Hertfordshire. She began her career in financial services in 2006 at the Nationwide Building Society and started advising clients in 2008. Since then she has helped hundreds of clients in a number of advisory roles from banking advisor to mortgage consultant. Helena was one of the society’s most trusted financial planning managers.
At Sterling and Law, Helena works as a chartered financial consultant. She has nine years’ experience in providing regulated financial advice to individual and corporate clients. This includes mortgages, protection, investments, retirement planning and estate planning.
For those seeking advice on pension transfers, Helena is also a qualified pension transfer specialist, one of only a few across the whole of Hertfordshire. The rules governing pension transfers changed in 2015 which means that pensions with protected rights can only be transferred by a specialist.
Many of Helena’s clients comment that they feel reassured and empowered by the service she provides which is tailored to the individual. By first listening and understanding their needs, Helena is able to base her recommendations on what matters most to them.
“Dear Sterling & Law
We wanted to email you a ‘review’ regarding the help and advice we have received from Helena Wardle:-
“Helena has been great in helping us consolidate our various pensions. Her advice has been invaluable.
We only wish we had found her when we were younger! Will definitely recommend her to friends & family.”
Please do not hesitate to contact us if required.
Pat & Warren
“Thanks for following up on this and thank you once again thanks for your help on this and for all your work to date. Both Gemma and I would not hesitate to recommend you to any of our friends.
Dan & Gemma”
Chartered Financial Planner
Pension Transfer Specialist
MSc, Financial Planning & Business Management
I only wish I had approached Sterling & Law years ago, but was worried that financial advice was exclusively for the wealthy. Anything but! They made me with my meagre pension contributions feel very important. Thank you!”
IS S London
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