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
Graham Cross

Contact details

Telephone: 020 7614 1000
Email:
vCard
Download contact details to your contact manager (e.g. Outlook)
Office address:
Warnford Court 29 Throgmorton Street London EC2N 2AT
T: 020 7614 1000
F: 020 7614 1001

Graham Cross

Operations Director

Graham is a director of Helm Godfrey and is the company’s Chief Operation Officer. He has been involved in financial services for over 30 years both as an IFA and writing training software for the financial services industry. In 2002 he sold his IFA business to Helm Godfrey and after a period living overseas returned in 2008 to head up operations. He sees his role at Helm to develop robust systems and processes that will allow the company to meet the challenges of the RDR and take full advantage of the opportunities that will follow.
 
 
 
© 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