Helen Dalzell

Registered Financial Adviser

I have been a financial adviser for over 15 years working with all of the major insurers. My focus is on informing and educating my clients by explaining things in a simplified way so they fully understand their options and are then able to make an informed decision as to their own requirements through my detailed advice process.

Prior to that I have worked for Tower Insurance as a customer service consultant and also spent 8 years in the UK working for a Lloyds Broker. I have extensive experience and knowledge of all of the major insurers and their policies and products and I am constantly upskilling and educating myself with enhancements that are introduced by them.

I enjoy meeting different people and especially being able to help them with providing honest and independent advice to help them to protect themselves and their loved ones. I put a special focus on being able to explain things in ‘plain English’ and very good at helping clients prioritise their spending on their insurances.

Helen Dalzell

Get in touch with Helen

If you’d like some help assessing your existing insurance or to talk to someone about your priorities for cover, please call me for a complimentary coffee and chat.