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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
Louise Deveney

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

Louise Deveney

Client Relationship Manager

Louise joined Helm Godfrey in April 2009 and has worked in the Financial Services Industry since 1996. Her main role is to support both Michelle Gibbs and Bruce Wilson. Louise holds the Chartered Insurance Institute Certificate in Financial Planning, Certificate in Life and Pensions and Certificate in Mortgage Advice, Equity Release and Lifetime Mortgage Activities. She is also a member of the Personal Finance Society. She is currently studying towards the Diploma Certificate. Outside of work she enjoys traveling and taking part in regular charity runs.
 
 
 
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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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