Women in Financial Advice awards Winner 2023
Helen Vaughan was awarded the Financial Adviser of the Year – Midlands and East Anglia at the 2023 Women in Financial Advice awards. A fantastic achievement and thoroughly deserved for all Helen’s continued hard work and commitment to financial services.
Helen, Tina and Danielle were also finalists in recent years.

Women in Financial Advice awards Finalist 2023
Both Helen Vaughan and Danielle Taylor are finalists in the 2023 Women in Financial Advice awards. Helen is a finalist in the Financial Adviser of the Year – Midlands and East Anglia. Danielle is a finalist in the Woman of the Year —  Vulnerable Client Care category
This years winners will be announced in November.
Helen, Tina and Danielle were also finalists in recent years.

Women in Financial Advice awards Finalist 2021
Both Helen Vaughan and Tina Wilson are finalists in the 2021 Women in Financial Advice awards. Helen is a finalist in the Financial Adviser of the Year – Midlands and East Anglia. Tina is a finalist in the Most Inspiring Returner category.
This years winners will be announced in October.
Both Helen and Danielle were also finalists in both 2020 and 2019.

Helen Vaughan is also a Chartered Financial Planner. Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. It is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics. Choosing a Chartered Financial Planner means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.

STEP is the global professional association for those advising families across generations. As a member of STEP, Helen has received specialised training and is recognised as an expert in helping families plan their assets and transfer wealth across generations. She is committed to upholding high professional standards and as a member of STEP, helps to promote education and share best practice in this important area of work.

Helen is a qualified member of the Personal Finance Society (PFS) and holds the highest designation awarded by the PFS – Fellowship. Completion of the Fellowship programme shows that Helen has attained and maintained the most prestigious level of professional financial planning achievement. Fellowship doesn’t just come with letters after Helen’s name; it also comes with a commitment to continuing professional development and adherence to the CII Code of Ethics.