Helen Thomas

Private Wealth Manager

I am a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS), and Certified Financial Planner (CFP) with the CISI, currently working as a Private Wealth Manager with Melbourne Capital Group.

I specialise in providing bespoke financial planning and wealth management strategies for individuals, retirees, and families. My approach is rooted in holistic advice, combining technical expertise with a strong emphasis on building long-term, trusted relationships.

Before joining Melbourne Capital Group, I worked for a UK-based Independent Financial Adviser firm, where I developed extensive experience in retirement planning, wealth preservation, business succession, and estate planning.

In August 2025, my family and I relocated from the UK to Malaysia after my husband was offered an exciting opportunity to further his career in civil engineering. With a young son in tow, we felt it was the perfect time to embrace a new adventure and experience life overseas. Having worked as a Chartered Financial Planner in the UK for many years, I was eager to continue doing what I love, helping clients make confident, well-informed financial decisions. After careful research, I discovered Melbourne Capital Group, a firm that truly aligned with my professional values. Their focus on putting financial planning at the heart of everything they do, and their commitment to helping clients build and maintain strong financial positions, made them the perfect fit.

In addition to my role as a wealth manager, I am proud to serve as the President of the Insurance Institute of Liverpool for the 2025/26 year. I am also a strong advocate for financial education and previously served as an Education Champion for the PFS in the UK, delivering financial education sessions to school-aged students and championing financial literacy for the next generation.

Outside of work, I enjoy life in Malaysia with my family, mixing soft play adventures with hawker centre discoveries, beach trips, and hikes in the Johor countryside.

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Helen Thomas
Helen Thomas
Helen Thomas

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Helen Thomas

Ten Years to Go: How to Build a Flexible Retirement Plan When You Live Abroad

Ten Years to Go: How to Build a Flexible Retirement Plan When You Live Abroad

Expat pension plan for those living abroad. Secure your future as an expat with a tailored pension, ideal for international living.

The Silent Shift: What Women Aren’t Told About Their Bodies

The Silent Shift: What Women Aren’t Told About Their Bodies

From Health. Wealth. Her.: what a panel of doctors revealed about perimenopause, heart health, and the symptoms women learn to normalise.

The Conversation Women Rarely Get to Have in One Room

The Conversation Women Rarely Get to Have in One Room

Inside Melbourne Capital Group's Health. Wealth. Her.: what a wealth panel revealed about financial preparedness, protection, and confidence for women.

Why is Education Fees Planning Important for Expat Families?

Why is Education Fees Planning Important for Expat Families?

Understand the full cost of international education and how to build an education fee plan that keeps pace with rising fees, currency shifts, and your family's long-term financial goals.

Making Sure Things Are Tidy: A Financial Protection Guide for Expat Families

Making Sure Things Are Tidy: A Financial Protection Guide for Expat Families

Discover why expat families in Malaysia need protection beyond employer coverage. Financial advisor Helen Thomas explains the five essential steps to organise your finances for a partner who isn't financially confident.

How much does it cost for a International School and University education abroad

How much does it cost for a International School and University education abroad

We can help Japanese families with education plans to fund their children's international education in Malaysia and abroad. Contact our private wealth team today.