Independent Pensions and Investment
With our trusted associate Helen Somaiya!
Helen started working in Financial Services for Alliance & Leicester Building Society in 1994.
During the 19 years that she worked for them, she had various roles as a cashier, mortgage adviser, financial adviser then a regional manager covering up to 40 branches in the Midlands and the North West of the UK.
After taking redundancy from the bank, in 2014 she became an Independent Financial Adviser. She specialises in pensions & investments.
Helen is a member of Resolution, a group of family financial and legal experts whom specialise in helping clients going through divorce, and therefore sharing assets/pensions.
Helen enjoys spending time with her family, dog-walking, jogging and visiting different European cities on holiday. She is passionate about music, having played in a band where she toured Europe when she was younger. Helen enjoys languages and can speak some German & Gujarati.
If you would like a free no obligation chat about your pension, have it explained or you are looking at investing for your future, get in touch with firstname.lastname@example.org and he will set up a 121 session with Helen and a warm introduction.