Acumen IFA, to feature in the Heswall Magazine

Acumen IFA, to feature in the Heswall Magazine

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Our Independent Financial Advisor, Helen Whiting DipPFS, spoke with the Heswall Magazine to discuss her position in Heswall as a leading financial advisor.

Throughout this article, Helen talked openly about her love of the area, and how over 20 years of experience in the financial services industry has helped her to connect with clients throughout the Wirral who are looking for truly independent financial advice.

Plus, this article gave us all a nice little sneak-peak into Helen’s life and what it is like to live as a part of the Heswall community, discussing everything from her favourite past times to her lunch spots of choice.

These past 12 or so months have been difficult for everyone, and never one to shy away from a topic, Helen explains how working from home and homeschooling did prove to be a real challenge at times. But, despite the challenges that 2020, and 2021 have brought about, Helen continues to offer an exceptional level of service to each and every single one of her clients and investors.

Explaining why she loves to be a part of the Acumen Financial Partnership family, Helen states:

“I love my job and enjoy having the freedom to advise clients with a focus on service and not targets. I enjoy building long-term relationships with my clients who include everyone from experienced investors to absolute beginners and I look forward to helping many more plan for a long and happy retirement.”

Read the full article below.

Helen to appear in Heswell Magazine

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