top border
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

Private Investors

Private Investors
 

Private Investors

Guiding you towards greater freedom

As you make your financial plans, you’ll want to know you have the best help available from people whose expertise can help you create financial freedom.

Helm Godfrey gives advice in every area of financial planning giving you the confidence to know you’ll be well advised. 

Investments

Whether you are investing with specific goals in mind, want to grow an existing portfolio or have a large cash amount such as a redundancy or retirement lump sum that you don’t know where to start with, we can help.

Our 7-step investment programme takes you through the process from deciding how much to invest, your investment risk tolerance, building a portfolio from asset allocation to fund choice and ongoing monitoring of your investment.

With a wide choice of different investment umbrellas and products available, it makes sense to get help from a professional. Types of investments we advise on include:

• Investment Trusts

• Unit Trusts

• OEICs

• Endowment Policies

• Onshore and Offshore Investment Bonds

• ISAs

• Annuities 

 
© 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
bottom border