Independent Financial Advice from a voice with experience - for Bournemouth and the surrounding area
Helen Kanolik
Independent Financial Advisor
If you are looking for an experienced Independent Financial Advisor in the Bournemouth and Poole area, then look no further. I have been giving financial advice on an independent basis since September 1998, and have advanced qualifications. I am approachable and friendly - see my website for more information about how I work.
My clients are of all ages, and come from all walks of life. I can take away the strain of looking after your finances, help you find your way through the financial jungle, and give you the information you need to make decisions.
• I provide completely independent financial advice - not tied to a group of companies or any single company
• I can help you review your finances. If appropriate, we can go slowly and cover one area at a time so you don't get information overload
• We can discuss strategies for the future to help you achieve your goals
• Whenever possible, I help you to save tax so you benefit more from your hard-earned money
• I work with local solicitors and accountants, and together we can provide a complete service for you.
• Independent financial advice on pensions and planning for retirement
• Independent financial advice on arranging your affairs as you approach and reach the point of retirement
• Independent financial advice on building or reviewing a balanced investment portfolio
• Independent financial advice on saving taxes such as Income Tax, Capital Gains Tax and Inheritance Tax
• Independent financial advice on releasing equity from your home, including lifetime mortgages, home reversion plans, and changing an existing plan - for example to reduce the interest rate
• Independent financial advice on protecting your family's finances
• Independent financial advice on mortgages and re-mortgages
• Independent financial advice on how to pay for long term care
For more information, see my website: www.helenkifa.co.uk or call me on 01202 842795.
Please mention
The Best Of Bournemouth
when making enquiries