Helen
Learmonth

WHO I HELP

I work with a diverse array of clients, including individuals and families, guiding them through complex financial landscapes with confidence and clarity. My primary focus is on understanding each client’s unique needs, I aim to provide personalised advice that empowers clients to make informed decisions aligned with their long-term financial aspirations.

HOW I HELP

I offer support through life transition coaching, cash flow modelling, independent investment advice, and guidance regarding care needs and local authority support.

“ENABLING YOU TO DREAM AND ACHIEVE GOALS YOU NEVER THOUGHT WERE POSSIBLE.”

Helen Learmonth is a Financial Planner based in our Charlotte Square office in Edinburgh. With years of experience, she has become a trusted advisor to a wide range of clients, particularly those who have received substantial medical negligence and catastrophic injury settlements. Helen specialises in guiding clients through challenging and often unexpected circumstances, helping them make informed decisions that align with their goals and situations. Her client-focused approach recently led one client to affectionately refer to her as their ‘fairy godmother.’

AN IDEAL RELATIONSHIP

“I envision an ideal client relationship as long-lasting and built on trust, characterised by open and ongoing dialogue to achieve the best possible outcomes. Clients seek someone who understands their needs, is familiar with their circumstances, and possesses extensive experience working with individuals like them. The foundation of a successful relationship is trust and mutual respect, where clients feel comfortable sharing their concerns and aspirations. I strive to create an environment where clients feel supported and confident in their decision-making. By normalising their circumstances and simplifying the complexities of financial planning, I help clients regain control over their financial futures. Whether navigating housing needs, care requirements, or trustee responsibilities, I believe the best outcomes arise from a collaborative process that includes thoughtful discussion and careful consideration of all options.”

GUIDING YOUR JOURNEY

“Guiding and supporting clients is one of the most rewarding aspects of my role. Witnessing clients grow and establish their ‘new normal’ empowers them to dream and achieve goals they once thought impossible after their settlements. Helping them build confidence and a deeper understanding to make informed decisions is the core motivation behind my work. I also greatly enjoy mentoring fellow financial planners, fostering technical and emotional intelligence in this field, particularly through coaching during meetings.”

HELPING YOU NAVIGATE THE UNEXPECTED

“Many of my clients find themselves in vulnerable situations due to unforeseen circumstances that often arise without adequate preparation. In these moments, they need access to support and guidance. I take pride in engaging with clients to steer them in the right direction, helping them avoid unnecessary procrastination or emotional overwhelm. Regardless of the situation, I address challenges swiftly and efficiently, serving as a sounding board so clients can make their best decisions.”

NOTHING IS MORE IMPORTANT THAN OUR PEOPLE

“I view financial planning as a vital component of overall well-being, and I am committed to positively impacting more lives. This commitment includes providing clients with sound financial advice and inspiring the next generation of financial planners to discover their niche, develop expertise, and advance the profession. I see my role as a coach, supporting clients as they embark on their unique journeys.”