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Striking the right balance
One of the hottest topics to come to light in the run up to the RDR is that of capital adequacy. This is a subject that has been thrown back into the spotlight recently as the FSA is looking at it in relation to wrap platforms – something that has …
Life’s for living
You may be aware, as this is not something that I have kept particularly secret, that I am a big fan of life planning. It is a subject that is very close to my heart and something I believe is essential to the future of financial planning.
Indeed, this is something …
Brave new world?
Things have changed enormously in the 10 years since Helm Godfrey was formed.
1999 was the era of Dot-Com euphoria. Everyone seemed to be making money, the FTSE was peaking at nearly 7000 and we had had an unprecedented decade where the markets finished above where they started for 10 years …
Rising to the challenge of change
It seems a very short time ago that I wished you all a happy new year and now here we are in October just around the corner.
Much has changed in those short months. We have a new government for starters, and one I’m not sure any of us would have …


