Things people often ask.
Quick answers about Helena.finance, our journeys, Helena, calculators, your data, and finding advisers.
What is Helena.finance?
Helena.finance is a free platform that helps women navigate finances during life's biggest transitions. We offer guided journeys for divorce, bereavement, and business ownership, along with financial calculators, Helena (your financial companion), and an adviser directory.
What journeys are available?
We currently offer three financial journeys: Divorce (understanding pension splitting, asset division, rebuilding finances), Bereavement (navigating probate, benefits, and financial independence), and Business Ownership (tax planning, pensions, and managing business finances). Each journey contains step-by-step modules with practical guidance.
Is this financial advice?
No. Helena.finance provides general information and educational guidance about financial topics. We are not regulated by the FCA, and Helena does not provide personalised financial advice. For more details, see our disclaimer. For regulated advice, we can connect you with a local adviser.
How accurate are the calculators?
Our calculators provide estimates based on the information you enter and standard financial assumptions. They are designed for educational purposes to help you understand concepts like pension gaps, budgeting, and compound interest. For precise financial planning, we recommend consulting a qualified financial adviser.
How does Helena work?
Helena is your digital companion, powered by advanced language technology. She has been trained on UK financial topics relevant to women's life transitions, including pension rules, tax regulations, divorce finances, probate, and business ownership. She gathers information through natural conversation and can create personalised action plans. See our disclaimer for important information about Helena's limitations.
Is my data safe?
Yes. Your conversations are processed securely and are not used to train language models. We store your data on servers within the UK/EU. Anonymous users' data is stored locally in their browser. See our Privacy Policy for full details.
How do I find a financial adviser?
Visit our Find an Adviser page and enter your postcode. We'll show you FCA-registered advisers in your area with their specialties, contact details, and FCA registration numbers. You can verify any adviser on the FCA Register.
Who is Helena.finance for?
Helena.finance is for any woman navigating a major financial transition. Whether you are going through a divorce, have been bereaved, are starting or running a business, or simply want to build financial confidence, our journeys and tools are designed for you.
Is it free?
Yes, Helena.finance is free to use. Anonymous users have some rate limits on chats with Helena. Creating a free account removes most limits and lets you save your progress and plans.
Still have questions?
Ask Helena or send us a message.