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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
Jackie Sarsfield

Contact details

Telephone: 020 8567 8413
Email:
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Office address:
74 St Mary's Road Ealing London W5 5EX
T: 020 8567 8413
F: 020 8932 3770

Jackie Sarsfield

Adviser Coach

Jacqueline had over 25 years experience as an independent financial adviser before taking up her role as a coach and mentor to Helm’s advisers. Jacqueline's interests include cycling, hiking, dancing, scuba diving, and travel as well as the joys of bringing up three children.

Departments

Financial Planning and Advice
Wealth Management
 
 
 
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Authorised and regulated by the Financial Services Authority
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