Natasha Hellewell Authorised and Regulated Chartered Consultant

Profile

Natasha has worked in the Financial Services sector since 2009, having begun her career within the Fund Accounting department at a large international investment bank. She moved across into personal injury financial advice in 2015 and became a qualified adviser in 2017, before joining PFP in January 2023.

She is one of the few financial advisers to hold both a degree in Financial Planning in addition to being fully qualified to provide advice in line with the standards set by the Financial Conduct Authority.

Natasha is a Chartered Associate of The London Institute of Banking and Finance (LIBF) as well as being accredited by the Society of Later Life Advisers (SOLLA) as an expert in the field of Later Life Planning, which includes giving advice on areas such as pensions, inheritance tax and care fees.

Whilst Natasha can provide advice on all aspects of financial planning, she has had significant exposure to working with vulnerable clients, including those under the Court of Protection and within the remit of various trust arrangements.

She has experience handling a variety of tasks, both pre and post settlement. Pre-settlement expertise include providing expert evidence to the Court on pensions and investments. Post-settlement, she regularly advises new clients on both investing and the suitability of personal injury trusts as well as completing existing client review work.

She also volunteers for the Personal Finance Society as an Education Champion, delivering financial awareness workshops in schools and colleges.