Helen Monteith

Qualifications

Fellowship
Advanced Financial Planning Certificate
Chartered Financial Planner
CII Level 6 Advanced Diploma in Financial Planning
CII Level 4 Diploma in Financial Planning
CII Level 3 Award in Long Term Care Insurance
CII Financial Planning Certificate
CII Level 3 Certificate in Mortgage Advice
Certificate in Life & Pensions
BA (Hons) Financial Services

About me

Having worked in financial services for over 25 years, I have dedicated my career to helping individuals and families make confident financial decisions and achieve their long-term goals.

My journey began with a degree in Financial Services from Bournemouth University in 1999. I then joined a firm that was at the forefront of flexible employee benefits, supporting employees, company directors and senior executives with their financial planning needs.

It was during this time that I discovered my passion for working directly with people and helping them navigate important life decisions. This led me to become a holistic Independent Financial Adviser, initially at a law firm in Islington before moving to an established practice in Canary Wharf, where I progressed to Director and Chartered Independent Financial Adviser.

After taking time out to raise my two children, I returned to the profession as a Senior Paraplanner for a firm in Woking. This role allowed me to combine my technical expertise with my adviser experience, working closely with both clients and advisers to deliver high-quality financial planning and exceptional client service.

I joined Harding Financial in April 2024 as Paraplanning Team Leader and have since returned to my roots as a Chartered Financial Planner. I am passionate about building lasting relationships with clients, understanding what matters most to them, and helping them achieve financial peace of mind through clear, well-considered advice.

Outside of work, I enjoy giving back to the local community through my involvement with Harding Financial's Charity Committee. I regularly visit local schools to promote financial advice as a rewarding career and support the Yvonne Arnaud Theatre's Show-Goers initiative, which helps people connect through a shared love of theatre while tackling social isolation.

What I love about Harding Financial

I am so impressed with Harding Financials’ team driven approach to advice with the client at the heart of everything they do.

I truly believe they set the gold standard for financial advice by always going the extra mile and looking to support clients in any way that they can.

As I look towards the future

Since joining Harding Financial, I have been encouraged to pursue further studies and fulfil my lifelong ambition of completing the Fellowship with the Chartered Insurance Institute and specialising in Long Term Care, a field I am passionate about.

As I look towards the future, I am excited to continue my journey with Harding Financial, establishing lasting relationships with clients and becoming a trusted adviser that can be relied on for many years as their lives, circumstances and aspirations evolve.