Helena Davies
Founder and Senior Advisor
Helena is passionate about making the tough stuff simple for our clients, whether they’re buying their first home or protecting their family with the right policy.
While working successfully in the financial sector for 15 years, Helena gained invaluable knowledge and experience in the industry. She loved helping people create the lives that they wanted, but she knew she could provide a better, more personalised client experience under her own banner.
Helena uses her keen professional insight and expansive network of providers to secure the very best result for our clients. But more importantly, her friendly, empathetic approach keeps you and your personal experience at the heart of what we do here at HDFS.
Millie Pattison
Paraplanner
Millie ensures that H.M.S HDFS is always sailing smoothly. Like Helena, Millie is based in our Blythe Bridge office ready to answer questions, offer guidance, and give anyone who drops by a warm welcome.
As a paraplanner, Millie draws on her five years of experience working with estate agents and mortgage brokers to support our clients from the moment they get in touch with us.
Millie provides invaluable administrative support alongside managing relationships with solicitors, lenders, and providers (and luckily for us, she’s not afraid to chase on behalf of our clients!).