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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
Danby Bloch

Contact details

Telephone: 020 7614 1000
Email:
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Office address:
Warnford Court 29 Throgmorton Street London EC2N 2AT
T: 020 7614 1000
F: 020 7614 1001

Danby Bloch

Chairman

Danby Bloch is chairman of Helm Godfrey and has been in the financial services industry for over 30 years. He is also a director of Taxbriefs Financial Publishing which produces many of the UK’s Chartered Insurance Institute’s examination learning texts as well as many other publications for financial planners and accountants. Danby has written four books on financial planning and innumerable articles for the UK national and trade press. His is the principal author of the text book for the CII’s JO8 examination on Financial Planning Practice. He is also a regular lecturer and trainer on tax and financial subjects. He has been a member of the Financial Services Skills Council group working on drafting the new Diploma level qualifications standards for financial advisers. He is a Patron of the Friends of the Pitt Rivers Museum Oxford. He is Pro-Chancellor of Oxford Brookes University, which awarded him an honorary doctorate in 2004. He recently became the chair of the board of the Oxford Playhouse.
 
 
 
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Authorised and regulated by the Financial Services Authority
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