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 development of all employees, from senior management down.

This month it has given me great pleasure to see an example of this as one of our own advisers, Michelle Gibbs, has joined an elite and exclusive group of wealth managers who have achieved both Chartered and Certified financial planner status.

Michelle came here almost straight out of university 10 years ago and, though bringing with her an impressive economics degree, began her career in an administrative role.

In the intervening years she has taken and passed numerous financial planning exams – a huge undertaking in time and effort – and can now count herself among not only our mostly highly qualified wealth management staff, but also the country’s. This is a very significant achievement and demonstrates to clients old and new the calibre of our people and the commitment we have to giving them the best possible advice.

I do not want to embarrass Michelle too much with my praise, but she represents a fantastic example of a new generation of financial advisers who are coming through the ranks and will one day be running businesses like this one.

It is my – and Helm Godfrey’s – policy to encourage staff at all levels and in all roles to seek to develop their skills and improve their performance. I know Michelle will be among the first of many of our people whom I will be congratulating on achieving personal and professional goals and that such successes will ultimately translate into the continued and growing success of Helm Godfrey itself.