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Helen Phillips joined Daly Harvey Morfitt in February 2006 having worked for more than 20 years in the Financial Services Industry. She specialises in investment trust and IHT planning but also provides general advice on all aspects of financial planning, including pensions, protection and personal taxation.
Helen specialises in pre and post retirement advice having built up a long-standing client base. She has worked with local authorities to provide pre-retirement advice to employees.
Helen says she has a 'mature' client base, who whilst they may be in retirement still need advice and can continue to reap the benefits of careful investment and financial planning.
Helen is available for home and office meetings.
Helen is married with two grown-up children and lives in Solihull. She enjoys travel and wildlife and recently visited the orangutang reserve in Sepilok, Borneo.
Call Helen on 01789 299655 or email Helen here.
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