About Us Who is Helix Health Care?
Formed in 2003 by Alex Dale (Managing Director). Helix was born
out the idea that clients value the idea of practical ideas and
good advice, but that today's client doesn't have a
lot of time to sort out the best/correct offering when it comes to
finance and protection.
It was quite clear to Alex that people were looking for someone to
trust and someone who is available to discuss options in a straight
forward manner. Someone that would give them solutions for all their
protection needs whether it be Private Medical Insurance, Life Plans
in Trust or the most comprehensive Critical illness plan.
Alex has life long work experience in the financial field having worked
with one of the major Building Society's for 15 years. Being authorised
by Legal & General as an IFA and having worked for BUPA for some 10 years.
Alex is married and has lived in the Cheshire area for the last 12 years.
Lisa Johnson (Consultant) joined the company in 2009 She too has had
experience in the world of finance and protection having worked for one
of the major lenders in the North East for some 10 years. Lisa is married
with a young son and lives in the North East.
So what does Helix Healthcare do exactly?
We are independent protection advisers. We are appointed representative
of Chase Templeton Ltd which is authorised by the Financial Services
Authority (FSA)