Helen Merrall

Helen Merrall
Paraplanner

T: 0151 632 1718
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Helen is an experienced and qualified financial professional, having worked for many years for Santander in customer facing roles based at high street branches. Diploma qualified, Helen has a real passion for financial planning and ensuring that clients receive advice from a professional at all the key milestones they meet during their lives.

Due to her wide and varied career in financial services, Helen has extensive pension and investment knowledge which is frequently used when supporting Willson Grange Financial Advisers and ensuring that clients receive the best possible advice. Helen particularly enjoys the challenges of technical research, report writing and making recommendations and keeping an up-to-date knowledge of all aspects of financial planning.


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