Like a GP, for women's finances
Helena does the front-line work. You do what only you can.
Helena is a free digital companion for UK women navigating divorce, the loss of a partner, or building a business of their own. The moment a question needs regulated advice, she stops and introduces the woman to a trusted adviser in her area. We'd like that to be you.
A market that asks for more
The female finance market is large, growing and underserved, and it asks for warmth alongside the numbers. Helena gives women that. Then she gives them you.
She stays with each woman for as long as it takes, doing the early work so you never have to. By the time Helena hands over, your new client is informed, ready and genuinely in need of you. Where the weight is more emotional than financial, a human coach is on hand too.
Sample introduction · Birmingham area
I'd like to introduce you to Claire.
We've spent the past few weeks working through the financial side of her divorce. There's a pension share to invest and a settlement lump sum she wants a sound plan for, and she's clear-headed and ready for regulated advice now.
I've attached a short summary of everything we've covered, so you can pick up where she is rather than starting cold. She's expecting to hear from you.
Helena
Divorce settlement · 4 miles from you · Summary attached
The heavy lifting is hers. The advice is yours.
Helena walks every woman right up to the line of regulated advice, and only then brings in the specialist.
Helena does
- Sits with each woman through the early, unregulated questions, for as long as she needs
- Explains the landscape: pensions, settlements, probate, tax and structure
- Builds a plan and keeps things moving when momentum stalls
- Recognises the moment a question crosses into regulated advice, and stops
You do
- Receive a warm introduction, only when regulated advice is genuinely needed
- Start with a short brief of the ground already covered
- Give the regulated advice that has always been yours to give
- Nothing else: no marketing, no cold leads, no chasing
The women you'd meet are at real turning points
Helena was built around three of the biggest financial events UK women face. Each woman she introduces is at a moment that genuinely warrants a regulated conversation.
After a separation
A pension share to invest, a consent order in place, often a lump sum that needs a plan.
After losing a partner
Probate done, life cover paid, an income gap to plan around. She needs patience and a long view.
Building a business
Retained profit, a director's pension, tax efficiency, an exit horizon. Sole traders going limited, or limiteds getting serious about planning.
£40 a month
For less than the cost of a single portal lead, you become the adviser Helena turns to across your region. 12-month minimum, then cancel any time.
Your region, kept for you
In most areas you're the only adviser Helena introduces women to. In a few of the largest regions, just one other.
No commission, no per-lead fees
A flat subscription. No cut of your advice fees and no charge per introduction.
A brief before the first call
Every introduction arrives with a short summary of the situation and the ground already covered.
A profile that works while you sleep
Your photo, qualifications and specialisms sit on the Helena adviser map, found by women searching your area.
Let Helena carry the front line. You take the call that matters.
Tell us about your firm. We'll come back within a week with whether we have an opening in your area and specialism.