Secrets of a financial advisorEB: Tell us about Secrets of a Financial Adviser – Your Money, Your Life… 

HW: This book is about the understanding of money and finance. It is also a hand book to help you develop your future life journey with various exercises, thoughts and action points.

EB: Why did you write it?

HW: I wrote the book as I felt very challenged by my faith to do so.

EB: Why do you think your book needed to be written? 

HW: So many of my clients have commented how I make a complicated subject easy to understand.  Having a young daughter who needs to understand the world of finance and money I felt called to write this book before my death in order to share it with Sarah and many, many more young people will be able to leave education equipped with the tools of how to deal with money and financial planning.  There was very little competition for my book in the UK.

EB: Who do you think will read your book? Who would you like to read your book? 

HW: I think my ‘A’ clients will read this book, as I have given them all a complimentary copy. I believe there was a market for this book after doing voluntary talks in local schools for the past 5 years.

EB: What steps have you taken or do you plan to take to promote your book? 

HW: I have engaged a professional journalist to interview me and send a news article to national and local press, also to local television and radio.  I have a website. I will be setting up a Facebook page, and possibly a Twitter profile.  I am considering sending a complimentary copy of this book to all my local schools. I also promoted the book at the MDRT UK Day in London on the 12 February. I am planning on doing various emails, further press releases, facebook postings.

EB: How did you choose your publisher and publishing method? Why did you decide to go down this route?

HW: The book was published by Summertime Publishing.  My experience of finding a publisher was horrendous.  I purchased the Writer’s Guide annual book and wrote to nearly 100 publishers.  Due to the introduction from David Scarlett [author of  The Soul Millionaire] fortunately met Jo Parfitt who agreed to take me on and assisted me with the publishing of the book.

EB: What was your biggest challenge regarding the writing of your book? How have you overcome that?

HW: One of the challenges for me in writing the book was my lack of expertise in spelling and grammar, also the fact that I do not find mathematics an easy subject to deal with, particularly mental arithmetic. I overcame these challenges by employing experts.  I had a person guide me with the written text and used an accountant actuary and mortgage adviser to assist with the mathematical content.

EB: Now you have written this book, what has writing it done for you, your family, your self-esteem or your business?

Now the book is written my family and work colleagues are relieved!  I would hope that this publication will be good PR for my financial services company, West Financial Management.

EB: Where can we buy your book?

HW: People can buy the book on Amazon as a book or Kindle at £8.99 OR as a PDF download for £5.99 from or from, a PDF download  PDF downloads are available there for an exchange of an email address.

For more info on Helen’s book, visit and


Tags: , , ,