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- About us
- How we help
- Employee Benefits
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- 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
Helm Godfrey Partners Limited. All rights reserved | 4th floor, Marlow House, Lloyd's Avenue, London, EC3N 3AA. Tel: 020 7614 1000
Registered in England and Wales No. 2544237. VAT Reg No. 836 1627 24. Authorised and regulated by the Financial Services Authority
Situated near Lloyd's of London, Helm Godfrey is one of the most successful firms of financial advisers – both wealth management and employee benefits - in the UK. With its origins dating back t 1964 and having consolidated a number of specialist firms into one larger group in 2000, Helm Godfrey has grown quickly but steadily and now plays a significant role for the future of financial services. As leading advocates of life planning, we are committed to forging a new and radically client-focused approach that puts the client back at the centre of the process. Helm Godfrey is a top 100 UK IFA.