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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
Jonathan Aptaker

Contact details

Telephone: 020 7614 1020
Email:
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Office address:
Warnford Court 29 Throgmorton Street London EC2N 2AT
T: 020 7614 1020
F: 020 7614 1001

Jonathan Aptaker

MA (Oxon)

Adviser

Jonathan has over 30 years’ experience in the industry, nearly 10 of these with Helm. In this time, he has mainly advised self-employed professional people of substance about their particular pension and insurance needs. His specialism continues to be self-invested pension arrangements for those with adequate funds, then - ultimately - the annuitisation of these in the most advantageous fashion.

Departments

Financial Planning & Advice
Wealth Management
 
 
 
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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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