Episode 39: Helena Wardle
Helena Wardle
Chartered Financial Planner at Smith & Wardle, and Co-founder of Money Means
You can also listen to the episode on Spotify or Apple Podcasts.
In this episode:
Helena Wardle joins Abraham for an insightful discussion on:
Her decision to move to the UK at the age of 20
How she fell into financial planning and her career to date
Setting up Smith and Wardle, and what the team looks like today
The importance of delivery to clients and ensuring they are understood
The significance of having a mentor and the correct support
The idea for Money Means, what it will offer and when it will launch
Guest profile
Helena began working at Nationwide in 2006 and decided early on that she wanted to become a financial adviser. Helena qualified as a financial adviser in 2011 and has been helping support clients ever since.
Helena values learning and loves the challenge of getting to grips with complex and technical concepts, which is what lead her to become a Chartered Financial Planner. She took on a different challenge in 2018 and completed her MSc in Financial Planning. It was by far her most valuable learning experience; improving her objectivity, understanding of people, and her interest in academic reading and research.
Where to find Helena:
LinkedIn: Helena Wardle
Website(s):
