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helm godfrey
The lifetime wealth management experience
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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

An Award Winning team

Awards
Helm Godfrey is delighted to announce that in 2008 it won not 1 but 2 prestigious awards.

WINNER - IFA OF THE YEAR 2008 - Money Marketing Awards

Helm Godfrey is delighted to announce that we were awarded Money Marketing's IFA of the Year Award on 5th March 2008.  The Money Marketing panel felt that Helm Godfrey should get the top prize because of its commitment to high quality advice and a modern approach to planning.  This demonstrated in both the philosophy and the practice of the firm with ambitions to expand.Bruce Wilson, Managing Director of Helm Godfrey (centre) accepting the Money Marketing award from Rory Bremner & Angela Seymour-Jackson Intermediary & Partnerships Director at Norwich Union 

WINNER - Large IFA Firm of the Year - FT Business Financial Adviser Awards

The Financial Adviser Life and Pensions Awards 2008 took place at One Whitehall Place, Westminster, London on Wednesday 23rd April 2008. We were also thrilled to have won their award for Large IFA Firm of the Year 2008.  On receiving the award, Mr Wilson said "It is hugely important for us in terms of internal moral and validation for clients, especially as Financial Adviser is well recognised in its own right.  It is great external acknowledgement for all of the hard work we have put in.  For good IFAs there is a wonderful future for us, such is the demand for our services.   

We believe next to our family and friends, one of the key relationships in our lives is with those who advise us on our financial affairs.

Helm Godfrey advisers aim to see the whole picture. We are highly trained and qualified, independent of all financial product providers and have access to the latest technology. Most important, Helm Godfrey advisers are committed to helping clients achieve their financial aims. We are on your side.

Depending on your particular needs, Helm Godfrey can match you with an adviser who will focus on your unique requirements and will find solutions that reflect your individuality.

To help you better understand our principles, we are committed to:
  • Giving clients what they have paid for
  • Offering clients the most suitable product we can
  • Giving advice in a clear and understandable way
  • Resolving mistakes as quickly as possible
  • Showing understanding and consideration towards clients
 
© 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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