Helen Fitzpatrick

: Star Lodge, Montpellier Drive, Cheltenham, Gloucestershire, GL50 1TY

: FCA Number: 945789

Helen Fitzpatrick is a financial planning firm based in the heart of Cheltenham, Gloucestershire. Regulated by the FCA under number 945789, our services encompass life and investments, pensions retirement advice, final salary pension transfers, and comprehensive financial planning. Leveraging our expertise, we provide regulated advice tailored to our clients' individual needs, whether they're in Cheltenham itself or the surrounding counties. Our primary focus is to build a secure financial future for our clients. We pride ourselves on being both professional and approachable, often working closely with families and individuals seeking clarity and confidence in their financial decisions. Find us at Star Lodge, Montpellier Drive, Cheltenham.

Their team includes one financial adviser. Check FCA registration here.

Helen Fitzpatrick are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Helen Fitzpatrick from the Motorway

From the M5 motorway,
Proceed onto Junction 11 and take the A40 exit towards Gloucester/Cheltenham.
At the Golden Valley Junction, use the third exit to get onto the A40 ramp, signposted Cheltenham/Gloucestershire Airport.
Embark onto the A40 ramp.
At Arle Court Roundabout, utilize the third exit leading onto Gloucester Road, also known as A40.
At the subsequent roundabout, take the second exit but maintain your route on Gloucester Road/A40. Continue to follow A40.
Gradually move left onto Lansdown Road.
At the ensuing roundabout, take the second exit which leads onto Montpellier Terrace.
Make a left turn onto Montpellier Parade.
Persist onto Montpellier Drive. The destination will be situated on your right side.

List of advisers under Helen Fitzpatrick:

Helen Fitzpatrick is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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