Helen Holland

Restricted - Whole of Market  Shenstone Road, Rotherham, South Yorkshire, S65 2JS
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FCA authorised
Last authorised 17th May 2021
Whole of market Financial Planner, over 10 years experience, offering friendly, impartial advice in an easily understood, simplified manner.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group income protection
Meet our advisers
MRS Helen Holland
Financial Planner
About us

Financial Planner with access to 'specialist' departments and technology, currently focusing on Pension Auto Enrolment and pension payment flexibility. I will tell you the TRUTH about your money and whether you will be able to live the life you want now and in the future. I can provide detailed analysis of your financial situation pre and post retirement. With the resources available I determine whether your extensive needs and objectives are both possible and realistic.

Our services

We promise to deliver the service you require to play our part in helping you meet your extensive needs and objectives. We will help you improve your current and future situations, at the same time reducing the burden of new regulations and legislations. This will allow you to concentrate on what you do best – living your life! Service orientated, we are appreciated as local, friendly, efficient and forward-looking financial planners. We inspire strong relationships with both personal and business clients alike, along with the wider community. Giving trust, the lifeblood of our business, is vital to achieving our aims.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Shenstone Road, Rotherham, South Yorkshire, S65 2JS

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