Helen Degnen

Sales Support

Helen joined CB Financial Advisers in March 2026 and brings with her 30 years of experience in the financial services industry. She has previously worked for providers such as Canada Life, Legal & General and Family Assurance. Prior to joining CBFA she was a pensions analyst with Mercer.

Out of the Office

Helen is married and has a son who is currently at university. She also has a rescue dog and two cats. Outside of work she enjoys dog walks in the countryside, nice meals out, and going to a see a live band or DJ when she gets the chance.

What people say

When our clients talk about what it’s like to work with us, certain words come up time and again: we make them feel comfortable; we give quality advice; we make financial advice accessible to anyone who needs it. The case studies, testimonials and reviews we’ve collected over the years speak for themselves – take a look and you’ll see what we mean.

Coole Bevis Wealth Management Limited is an Appointed Representative of CB Financial Advisers LLP which is authorised and regulated by the Financial Conduct Authority. FCA Number 515456. Registered in England & Wales. Registration Number: 07071899. Registered Address: Crescent House, Crescent Road, Worthing, BN11 1RN.

The value of your investment may go down as well as up, and you may not get back what you initially invested.

The Financial Conduct Authority does not regulate Tax, Wills and Trust Planning.

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