Helen Phillips

Independent Financial Advisor



Helen has over 15 years experience working in various positions within financial services. Roles include banking adviser to mortgage adviser in branches and call centres in Derby and Leeds. Recently passing her Diploma in Financial Advice in 2017. Having achieved a BA Hons 2-1 degree in Hotel and Catering Management from Huddersfield University, she has always worked in a people centred environment, striving to provide a people centred service.

Helen had the opportunity to join the Cheetham Jackson family in May 2018 as a Financial Adviser. Her strong people ethos was strongly aligned with Cheetham Jackson’s philosophy, so made sense to come and join the family. Helen lives in Wakefield with her partner and son and enjoys walking her many dogs.