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My goal is to help people to learn about their finances and discover the best means to achieve their goals! Through my coaching, I sincerely hope to improve not only my client’s finances but also, their well-being through understanding and managing their finances better as I see this as being an essential life skill which is often overlooked.

I am particularly interested in helping people less experienced in finance, learn about mortgages, credit records, budgeting, investment and pension options and provide a holistic service which can cover life choices as well as financial coaching and goal setting.

In my eyes, a great Financial Coach should be a good listener, empathetic, enthusiastic about their client’s goals, non-judgmental with technical knowledge and the ability to explain things in simple, jargon free language.

My spare time revolves around my current building project and my family; we love to be outside somewhere wild; hiking, camping, wild swimming, and I am mad about yoga, photography, learning Japanese and finding the perfect plot to build an eco-house.

Helen Rutherford

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What clients say

Securing your family’s future
“Very supportive and encouraging. I really feel like I have someone who is helping me plan for the future and create a strategy that will benefit my family in the future.”
Retiring early
“I’m feeling more confident about retirement now – we’ve put a clear plan in place, and I’m on track to retire even earlier than I thought.”
Buying a dream home
“I’m so excited – I can finally see exactly when I’ll be able to buy my dream home. Having a clear plan makes it feel real.”
Growing your family
“I felt really understood. As a woman, she understood why I might want to reduce work or take a break for my family. We worked together to build this into my plan.”
Leaving a legacy
“Really knowledgeable and quickly focussed in on what would benefit me most – inheritance tax, lasting power of attorney and when I’d actually like to retire. I’m feeling more confident about my plans.”