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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
Eileen Race

Contact details

Telephone: 01865 872838
Email:
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Office address:
Warnford Court 29 Throgmorton Street London EC2N 2AT
T: 01865 872838
F:

Eileen Race

DipPFS AIFP CFP

Adviser

Eileen has been a financial adviser for 17 years and recently became a Certified Financial Planner, of whom there are fewer than 50 women in the UK. Eileen was formerly a secondary school teacher where she developed excellent communication skills which are used to help clients formulate their own personal ideas and financial plans. Eileen specialises in ethical investments and has a high proportion of female clients.

Departments

Employee Benefits
Financial Planning & Advice
Wealth Management
 
 
 
© 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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