Helen Williamson Financial Planning

As a Financial Planner, my goal is to help my clients achieve financial security, resilience and confidence. We put a framework in place to fund their life goals and dreams. I work with people from all backgrounds, to make meaningful change in their lives.

Are you self employed? Have you got a plan for retirement? Is there a dream holiday, car or home that you aspire to achieve? Do you know how you can do this?

I also use cash flow modelling tools to road test your plan and show you the likelihood of meeting your goals.

With a military background, after 12 years in the RAF and now as a military spouse, I believe I can add particular value to those still serving or retired, or families of service personnel. With a good understanding of the lifestyle and financial packages, I can provide support and reassurance for your financial concerns.

I believe that by helping my clients manage their finances in a holistic, proactive, approachable manner, I can help ensure they are financially protected in the short term, and more secure in the long term.

Whilst I live in North Scotland, with the assistance of technology I am able to meet with any potential clients based anywhere in the UK, or military personnel posted overseas as UK Tax payers.