- Home
- About us
- How we help
- Employee Benefits
- Financial planning
- iRetire
- Lifetime wealth management
- Step 1: The Lifetime Navigator – Exploration and obstacles
- Step 2: The Lifetime Financial Planner – Net worth
- Step 3: The Bespoke Investment Programme – Risk profiling
- Step 4: The Strategic Tax Solution – Capital Tax planning
- The Annual Revaluation Process – The Review of your Lifetime Wealth Management Experience
- Seminars and events
- Our people
- Contact Us
Why personal & professional development matters
Financial advice and wealth management is a people business and in order for us to maintain and improve the high standards of service we deliver for our clients we must invest in our staff.
That is why we at Helm Godfrey place a great of emphasis on the personal and professional …
Helm Godfrey moves into employee benefits space with major acquisition
We are delighted to announce that we have recently acquired the employee benefits business of Truestone Asset Management as part of our aim to become a leading player in the corporate advice market.
The deal, which will see Truestone’s employee benefits team relocate to our HQ in the City, will take …
Read ‘Helm Godfrey moves into employee benefits space with major acquisition’ »
Head Office Relocation
Please be advised that from 17th December 2010, we will be relocating our Head Office to: -
4th floor
Marlow House
Lloyd’s Avenue
London
EC3N 3AL
Our telephone numbers will remain unchanged.
A fresh approach to financial planning
The turbulence and uncertainty of the last couple of years has forced us all to take a more holistic view of advice and examine where we really add value to our clients. We here at Helm Godfrey pride ourselves on our dedication to our clients and our holistic approach – …


