Helen Monteith

Qualifications

Advanced Diploma in Financial Planning
Diploma in Financial Planning
Financial Planning Certificate
Certificate in Mortgage Advice
Certificate in Life & Pensions
BA (Hons) Financial Services

About me

You could say that I have lived and breathed financial services having started my career with a degree in Financial Services at Bournemouth University in 1999.

Thereafter, I worked for a firm that pioneered flexible benefits solutions to employees of companies, alongside looking after their Directors and key personnel.

It was through this employment that I realised my passion for helping individuals and families to achieve their goals and dreams and took the move to become a holistic Independent Financial Adviser (IFA) at a law firm in Islington and then on to an IFA practice in Canary Wharf where I assumed the position as Director and Chartered Independent Financial Adviser.

After a few years out to bring up my two children, I returned as a Senior Paraplanner for a firm in Woking continuing to work closely with clients and advisers alike to provide exceptional client advice and service, drawing very much on my experience as an IFA.

I since joined the team at Harding Financial in April 2024 as a Paraplanner Team Leader and am delighted to be here.

What I love about Harding Financial

I am so impressed with Harding Financials’ team driven approach to advice with the client at the heart of everything they do.

I truly believe they set the gold standard for financial advice by always going the extra mile and looking to support clients in any way that they can.

As I look towards the future

I am looking forward to continuing my professional development through completion of the Fellowship and other areas of personal development such as Long Term Care, an area I feel passionate about.