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Helena Wardle

Founder at Money Means

Helena Wardle is the Founder of Money Means, where she helps individuals plan their finances around life. She is also a Partner and Chartered Financial Planner at Smith & Wardle Financial Planning, focusing on understanding what is important to clients. Previously, she worked as a Chartered Financial Planner at Sterling & Law Group plc. Helena has also worked as a Financial Advisor at Nationwide Building Society. In 2018, she earned an MSc in Financial Planning and Business Management from The Manchester Metropolitan University. Helena is known for her inquisitive and detailed approach to financial planning.

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Hitchin, United Kingdom

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Money Means

Helping people understand money and plan it around life – not the other way around. This is personalised financial planning, advice and education for today. We’re powered by human expertise and built with technology; we’re focused on people, not products, supported by a vibrant community that’s open to all.


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1-10

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