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BH - Bournemouth

Charlwood Independent
    Financial Advisers
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Bournemouth Investments
    Ltd
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Heliting Financial
    Services Ltd

Heliting Financial Services Ltd

Address: Beacon House, 15 Christchurch Road, Bournemouth,
Dorset, BH1 3LB
Telephone: 01202 551 664
Fax: 01202 405 483
E-mail: helenkanolik@heliting.com
Visit our Web Site: www.helenkifa.co.uk

Contact: Helen Kanolik DipPFS

General information

Before becoming an adviser, I worked in life assurance companies for 15 years, mostly in marketing. During that time, I developed, launched and promoted products, which helps me to understand how they work. I have been an adviser for over 10 years.

I have the Advanced Financial Planning Certificate of the Chartered Insurance Institute, and I am working towards the Chartered Financial Planner qualification. I am a Diploma member of the Personal Finance Society, and I have specialist qualifications in Long Term Care and Equity Release.

My website: www.helenkifa.co.uk tells you more about how I work, and includes client testimonials. It shows what financial services I can provide for you, your family or your business.

Areas of Advice include:
  • Protecting the family’s finances through life and income insurance
  • Buying a property with a mortgage or remortgaging
  • Building a balanced savings portfolio
  • Planning for and enjoying a comfortable retirement
  • Releasing equity from your home
  • Paying for long term care – in your home or in a residential home
  • Reducing Inheritance Tax on your estate, perhaps using Trusts
Heliting Financial Services Ltd (HFS) is part of the Heliting Group of Companies, which is owned by an Italian family and based in Switzerland. The Group currently operates in seven European countries.

HFS has 15 independent financial advisers, based in Bournemouth and around the South of England. We normally work as individuals, but when specialist expertise is required, we help each other. We cover all the major areas of financial advice, and if we cannot help you, we probably know someone who can.

The head office in Bournemouth is near to the Travel Interchange, A338 ‘spur road’ and the Lansdowne Roundabout. Clients can park on the forecourt, and there is access for disabled clients.


Heliting Financial Services Ltd is authorised and regulated by the Financial Services Authority
Ref. No. 191598
Company registered in England no. 3850106


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