Helen Perry

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With over 15 years of experience in the mortgage and protection industry, most notably with
Lloyds Bank and Yorkshire Building Society, Helen brings a wealth of knowledge, insight, and
genuine care to every client interaction. 

After a brief time away from finance, she has returned to the industry with renewed passion and a deep commitment to helping people navigate the often complex world of mortgages and protection. She prides herself on building trusting relationships, truly understanding her clients’ needs, and tailoring her approach to ensure everyone, regardless of their financial background or knowledge, feels supported and confident in their decisions.

Her advice is always tailored to each individual’s circumstances and lifestyle, and she holds
herself to a simple promise: I always do what I say I will do.

Outside of work, Helen loves spending time with her family (including her dog), getting outdoors,
and enjoying weekends away, whether in the UK or abroad. You’ll also often find her in the gym, balancing out her love of cakes and sweets!