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helm godfrey
The lifetime wealth management experience
The Lifetime Navigator - Exploration Vision Obstacles
The Lifetime Financial Planner - Financial Net Worth, Financial Road Map, Lifetime Cash Flow
The Bespoke Investment Programme - Risk Profiling, Asset Allocation, Investment Plan
The Strategic Tax Solution - Tax Planning, Estate and Legacy Planning, Tax Savings Statement
The annual Revaluation Process - The Review of your Lifetime Wealth Management Experience

At the heart of the City - at the forefront of the profession

About Helm Godfrey
Situated near the Bank of England, Helm Godfrey is one of the most successful firms of independent financial advisers in the UK. Since first consolidating 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, they are committed to forging a new and radically client-focussed approach that puts the client back at the centre of the process.

Helm Godfrey is based in the heart of the City of London, very close to the Bank of England and the centre of the financial hub. We also have offices in other parts of the country.

Helm Godfrey has grown steadily and is now a top 100 UK IFA. Its success was recognised when in 2008 it won 2 prestigious awards - Money Marketing's IFA of the year award and Financial Adviser's Large IFA of the year.

One reason for the success of the firm is its structure akin to a professional partnership with the company wholly owned by its advisers and staff, with no individual holding a large controlling share in the business. Advisers and staff are encouraged to acquire shares when these become available.

Helm Godfrey is authorised and regulated by the Financial Services Authority.

 

 
© Helm Godfrey. All rights reserved | Disclaimers | Warnford Court, 29 Throgmorton Street, London EC2N 2AT, 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
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