Helen Tansley
Helen brings over 40 years of distinguished experience in Financial Services to Navigation Wealth Management, having served with prominent institutions such as The Yorkshire Building Society and first direct. Her approach centres on building strong, trusted relationships with clients. By taking the time to truly understand their individual needs and aspirations, Helen crafts tailored financial solutions. Her areas of expertise encompass investment planning, retirement planning, and comprehensive family and business protection.
Outside of work Helen enjoys spending time with her family, including her two grandchildren, Penelope and Louie, and her two granddogs. She loves traveling, with Australia being her favourite destination. She is a Rugby League fan and also enjoys socialising with friends, pottery painting, and canvas painting.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
