Advice Matters Financial Planning Ltd profile

Helen Marwood

Administrator

Professionally

Day to day, I assist Chris with estate planning tasks, including the administration of wills, Power of Attorney and probate.

Our aim is to ensure that all clients have a comprehensive guide for their loved ones regarding their affairs and personal wishes.

Personally

Kendal-born, I’m so lucky to live in the most beautiful part of the country, taking advantage of walking the “Wainwrights” and wild swimming in tarns and lakes with friends and family.

Likes & dislikes

Get to know Helen

We asked:

On an ideal weekend, you can find me:

My favourite holiday destination is:

My favourite song to play in the car is:

The first album I bought was:

If I could be any fictional character, I would be:

If I could turn any activity into an Olympic sport, I would win a medal in:

When the dessert menu arrives, I’m looking for:

The three qualities that draw me to new people are:

My pet peeve is:

The best gift I’ve ever received is:

The three people at my dream dinner party would be:

The three small things that make my day better are:

Three things I haven’t done so far include:

Helen responded:

On top of a hill, “Wainwright” bagging

Italy

‘Uprising’ by Muse

Saturday Night Fever

Black Beauty

Three-Day Eventing

Cheesecake

Somone who as integrity, is inspirational & their smile

Long queues

My children

Sir David Attenborough, Billy Connolly & Michelle Obama

Coffee, sunshine & reducing my “to-do list”

Hot air ballooning, rally car competitor & visiting the Galápagos Islands

Sign up to receive our newsletter

Receive our regular articles containing helpful hints and tips, straight into your inbox.

    Advice Matters is a trading style of Advice Matters Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority: 779172

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.