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Helen Learmonth

Director – Financial Planner

Helen Learmonth is a director of WealthFlow. She is an expert in supporting individuals and families to manage large value financial settlements, typically resulting from road traffic accidents and medical negligence.

Focussing only on large value settlements, Helen has built a significant understanding and appreciation of the emotional and financial transition that clients face. Her clients value her knowledge and dedication to providing long-term peace of mind and financial reassurance.

“My desire to contribute to the lives of others is a value that is important to me. In my position at WealthFlow, the opportunity to support our clients and be creative ensures that I can consistently live by my life’s intentions.”

“I am very happy with the level of service from WealthFlow, providing peace of mind and reassurance as a result of regular communication. In particular, I appreciate the level of transparency and the holistic nature of the service, including financial guidance to my two sons.”

Matthew S, Edinburgh

“WealthFlow provides a superb personalised service. Their comprehensive knowledge and expertise is coupled with a genuine interest in our family resulting in a well-rounded financial management solution.”

Danielle E, Gloucestershire

“WealthFlow understands every stage that has faced us through our journey. Their guidance and focus reminds us of what my son’s settlement monies are for, to ensure the required level of care and support is maintained throughout his life.”

Sharon M, Glasgow

“Working together with WealthFlow has made a massive difference to our client. It has been a real success.”

Nicola Smith, Solicitor, Cairn Trust Management

“Having been with WealthFlow for a number of years now, the WealthFlow team have been great throughout. Whether it be a simple query or larger decisions they have been there every step of the way.”

Ross P, London

“Having been introduced by our solicitor, from the outset we found WealthFlow so easy to deal with, an invaluable service, explaining everything in layman’s terms and providing our family with much needed peace of mind. We knew right away WealthFlow was the right fit for us.”

Tracy S, Inverness

“It is incredibly important to me that our clients receive expert financial advice, tailored to their individual needs. It is for that reason our relationship with WealthFlow is so valuable”

Liesa Spiller, Solicitor, Drummond Miller LLP

“WealthFlow has looked after my finances with enormous skill throughout a difficult time for me when my husband died. Highly personalised service has enabled me to feel in control of my financial position, and an invaluable source of advice when I have been faced with taking major financial decisions.”

Fiona J, Edinburgh

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Head Office & Consulting Rooms: 10 Charlotte Square, Edinburgh EH2 4DR.

Mail correspondence to our Central Scotland Admin Hub: WealthFlow Group Limited, PO Box 14947, Grangemouth FK3 3AU.

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The guidance/advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

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WealthFlow Group Ltd. Registered in Scotland No SC635011. Registered Office: 10 Charlotte Square, Edinburgh EH2 4DR.