Why are we here?
of people in the UK sought financial advice in 2020. In 2021 it was just 7%.
Source: OpenMoney/ YouGov
of us want to be ‘rich’ … so what does money mean to you?
Source: Institute of Economic Affairs
in 2010 cost £122 by 2020 –
is your money keeping up with inflation?
Source: Bank of England inflation calculator
of UK adults don’t have a pension – how are you planning for retirement?
Source: Interactive Investor/ Opinium
About Money Means
Two women, 200 miles apart. For years we separately worked towards the same vision:
opening up financial advice so many more can master their money.
Helena and Chanelle only met in 2022. An early Zoom call on a cold February morning and we realised it …
Money Means had begun.
Helena Wardle
Founder & CEO
Chartered Financial Planner
I’m Helena. I’m a chartered financial planner, business owner and co-founder at Money Means. I love helping people figure out what money means to them. I started my first business aged 10 and realised that money, for me, means freedom.
It meant the freedom to move thousands of miles away and build a career, a business, a life.
We’re here to help you with investments, savings, pensions, budgets, protection. Imagine living for today and taking care of tomorrow …
It’s all possible – promise
Financial Advice
Digital + DIY
1. Money Means app
- ‘Digital First Meeting’ and analysis
- Tools connecting all client’s money
- ‘Adviser in the pocket’: tracking, nudges, tailored content
2. Pre-packaged financial plans
- Easy to follow plans: how-to build an emergency fund; start investing; save for goals; increase pension savings
- Money Course with updating content; keeping clients informed while helping them manage their money
3. Money Means book and interactive Q & A on money fundamentals
Digital + Human
1. Money Means app
- ‘Digital First Meeting’ and analysis
- Tools connecting all client’s money
- ‘Adviser in the pocket’: tracking, nudges, tailored content
2. Personal financial advice from an expert professional
- Bespoke financial plan created by a financial adviser
- Personal advice on pension, investments etc
- Personalised Money Course with updating content
- Ongoing live and proactive advice
- Annual planning meeting with advisor – a sense check and to keep clients accountable and on track