Services for Wealth Management

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Financial Planning   Helm News     
Investment   Lifetime Wealth Management     
Protection and Life Insurance    Tactical Asset Allocation     
Tax and Estate Planning          

 

Our approach to managing your investments:

  • Stability
  • Right for you, not just following the crowd

    What makes Helm Godfrey stand out from the crowd is that we are truly independent. We are not tied to any particular insurance company, investment organisation or other product provider, which means we are able to offer you the best and most suitable solution.

    We are constantly researching the markets using the latest technology to ensure that the advice you receive is based on the best possible information and is wholly appropriate for your circumstances.

    Our advisers are among the most highly qualified in the UK. All are required to achieve professional qualifications. This ensures that you can call us with confidence – certain of experiencing best practice in everything we do.

  • Peace of Mind
  • Free to enjoy the way of life you choose

    Maybe your aim is to increase your wealth. Maybe it’s to preserve what you already have, or maybe you want to restructure your finances to give you more time and freedom to enjoy life. Whatever your goal, peace of mind is always of fundamental importance.

    Peace of mind can only come if you have confidence in the advice you are given. We understand this need completely and create an environment where you will always feel properly listened to, well advised and cared for. Your hopes and fears, your needs and aspirations, drive everything we do.

    When we have created a financial plan together, our wealth of experience and knowledge of the markets will provide solid advice that will give you confidence in your own future and the future of your family in the years to come.

  • Technology & Innovation
  • Keeping an eye on all possibilities

    The modern investment environment is a constantly changing and vibrant place. We have therefore made substantial investments in the latest technology to provide our clients with up-to-the-minute information on all areas of financial planning.

    The powerful combination of the use of modern technology, together with our many years of experience, means that we are able to provide tailor-made solutions best placed to help you achieve your financial goals.