DipPFS, BSc (Hons), CertCII (MP)

Based in Warwickshire, Helena brings with her a wealth of experience in financial services. She has been a financial planner with St. James's Place since 2017, but has worked in compliance for 20 years prior to that. So you can rest assured, you're in very safe hands!

Helena is a firm believer of the Brace Wealth ethics, values and down to earth approach to helping clients reach their life goals, through true holistic financial planning.

She’s not only covers investments, but it is able to help you with mortgages and equity release* advice too.

Outside of work, Helena’s a huge fan of cricket and tennis and spending time with her family. She’s also an avid runner and is a keen supporter of cancer charities, having run the London Marathon in aid of Macmillan and also taken part in many Race for Life events.

Did you know, that Helena is an identical twin?

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.

Meet the Team

Keith Brace

Director

Helena Lindley

Financial Planner

Richard Tindall

Financial Planner

Mandy Brace

Practice Manager

Daniel Brace

Technical Administrator

Brace Financial Wellbeing

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