Colum Wilde CFP

Wealth Management Adviser

I deliver comprehensive financial advice to high net worth private clients. I do this using a detailed and robust process which aims to reduce subjectivity in my advice process – a service proposition which my clients expect, deserve and receive.

I do for my clients what they would do for themselves if they had the time, inclination and experience, in order to achieve financial peace of mind. That involves not only a comprehensive initial fact find and implementation of such but, just as importantly, I utilise a robust process that monitors their investment funds monthly. If a fund falls below a threshold agreed with the client, then they are informed and advised to sell that fund and move to a better performing fund. In a month when all funds are at least meeting if not exceeding the thresholds, clients are informed that no switch is needed – giving them reassurance that their money is being looked after – every single month. Please see cleveradviser.com.

I have no freedom to do what I like as I have a two year old daughter and our lives revolve around her. If she is happy then so am I. It’s great being a dad!

  • Client Testimonials about Colum Wilde CFP
  • "I can honestly say that the services provided by Helm Godfrey over the last 3 years have been amazing, at a time in my life of extreme difficulty having to cope with legalities of bereavement and illness myself, the financial concerns were put to the forefront in order to ensure my children and family were supported. With the advice from Helm Godfrey, an enormous weight was removed from my shoulders, the financial advice and guidance to the company working alongside the Associates’ Solicitor’s who dealt with issues around Power of Attorney and inheritance tax through to dealing with taxation issue. It has been a seamless process at this extremely emotional time for myself and family and I’ve not only been given sound financial advice whilst in this difficult financial economy but also guidance in order to allow me to make what I feel is the best decisions based on my family’s interest.

    I have no hesitation in recommending Helm Godfrey to future clients who have dealt with everything with such care and empathy."

    Kath, a wealth management client

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01244 344630

Contact Colum

Watergate House
Watergate
Chester
CH1 2LF

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