About Helionavexor
Dedicated to your personal financial progress
"We believe financial planning should feel accessible and positive. Our mission is to provide clear, honest, and actionable guidance for every client—helping you make informed decisions at your own pace, with complete understanding. Transparency, confidentiality, and collaboration are the heart of our work."
Clarity first
All advice is explained in a straightforward, approachable way.
Client respect
Every individual is treated with empathy, integrity, and privacy.
Ongoing support
Our support continues with you through your financial journey.
Who we are
A team of qualified, approachable professionals
As a regulated provider in the UK, we prioritise responsible guidance that’s tailored to your needs rather than selling standardised solutions. Our clients trust us for consistent support, confidential consultations, and modern, practical approaches in all aspects of financial planning.
We have developed a collaborative process designed to help you feel informed, understood, and empowered to make decisions that work for your personal situation. No matter your background, our services centre on making planning approachable and jargon-free.
Our commitment is to provide continuous, accessible service—developing strong relationships, responding quickly to your needs, and ensuring your information is always treated with the strictest care and confidentiality.
Meet our team
Professional, accredited, and trusted
Samantha Greene
Lead Planner
Diploma in Financial Planning University of Leeds
Personal financial planning
Expert Advisory Group
Samantha has guided individuals through financial planning for over eight years. She excels at creating comfortable, clear client journeys and values ongoing partnership.
Michael Carter
Senior Advisor
Chartered Financial Consultant Durham University
Strategic financial consultation
Insight Financial
Michael brings strong analytical skills and a practical outlook, supporting clients in clarifying goals and identifying new planning opportunities.
Priya Choudhury
Client Relationship Manager
MSc Business Management King's College London
Client engagement
Connect Advisors
Priya focuses on smooth client experiences and is the first point of contact for enquiries, ensuring communication is always friendly and professional.
Adam Lewis
Associate Planner
BA Economics University of Manchester
Analytical reviews
Numbers Specialists
Adam supports analytical reviews and report preparation, assisting clients with tailored insights and detailed follow-up on their planning needs.
Our mission and values
Our mission
Empower clients to make informed, confident financial decisions through transparent, practical advice and a collaborative process.
Our vision
To become the most trusted name in personal financial planning services by placing client needs at the forefront, always.
Integrity first
We are committed to professional standards of honesty, fairness, and ethical practice.
Continuous innovation
Our team stays current, adapting methods to reflect emerging needs and approaches.
Confidentiality always
Discretion is a cornerstone of our service. Client information is handled with respect and security.