Meet the team

  • Helen Tandy

Partner, Client Advice

Chartered ALIBF, Adv DipFA, ACSI

I’m a Chartered Financial Planner with over 30 years’ experience in financial services and I hold additional qualifications in Taxation, Trusts, Long-Term Care Planning and Pensions. Working exclusively for mutual and socially responsible businesses throughout my career, it has always been important to me to link my values and interests with my work.

I have a keen interest in the environment, food security and wildlife. I use Fair Trade, organic and local produce wherever possible and I’ve been growing my own vegetables for a number of years, with varying degrees of success! In my spare time, I set up a community interest company called "Eco Communities" with a friend and we aim to support individuals and businesses in building a more sustainable future. This involves arranging informative events and doing litter picks in my local area.