Why are we here?

of people in the UK sought financial advice in 2020. In 2021 it was just 7%.

Source: OpenMoney/ YouGov

of us want to be ‘rich’ … so what does money mean to you?

Source: Institute of Economic Affairs

in 2010 cost £122 by 2020 –
is your money keeping up with inflation?

Source: Bank of England inflation calculator

of UK adults don’t have a pension – how are you planning for retirement?

Source: Interactive Investor/ Opinium

About Money Means

Two women, 200 miles apart. For years we separately worked towards the same vision:
opening up financial advice so many more can master their money.

Helena and Chanelle only met in 2022. An early Zoom call on a cold February morning and we realised it …
Money Means had begun.

Helena Wardle

Founder & CEO
Chartered Financial Planner

I’m Helena. I’m a chartered financial planner, business owner and co-founder at Money Means. I love helping people figure out what money means to them. ⁠I started my first business aged 10 and realised that money, for me, means freedom.

It meant the freedom to move thousands of miles away and build a career, a business, a life.⁠

We’re here to help you with investments, savings, pensions, budgets, protection. Imagine living for today and taking care of tomorrow …

It’s all possible – promise

Financial Advice

Digital + DIY

1. Money Means app
  • ‘Digital First Meeting’ and analysis
  • Tools connecting all client’s money
  • ‘Adviser in the pocket’: tracking, nudges, tailored content
2. Pre-packaged financial plans
  • Easy to follow plans: how-to build an emergency fund; start investing; save for goals; increase pension savings
  • Money Course with updating content; keeping clients informed while helping them manage their money
3. Money Means book and interactive Q & A on money fundamentals

Digital + Human

1. Money Means app
  • ‘Digital First Meeting’ and analysis
  • Tools connecting all client’s money
  • ‘Adviser in the pocket’: tracking, nudges, tailored content
2. Personal financial advice from an expert professional
  • Bespoke financial plan created by a financial adviser
  • Personal advice on pension, investments etc
  • Personalised Money Course with updating content
  • Ongoing live and proactive advice
  • Annual planning meeting with advisor – a sense check and to keep clients accountable and on track
3. Money Means book and interactive Q & A on money fundamentals

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Ask us anything

Use our interactive experience to ask your money questions.

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Be a Money Means Hero

Join us. Join the community. Let’s do this.

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