All about our business and the people within it

At Helm Godfrey, we provide specialist, holistic, independent advice on wealth management, employee benefits and financial planning for businesses and individuals.

Working in partnership with HR teams across all sectors and company sizes, from multi-national corporations to small businesses, we design and implement bespoke employee benefits programmes. Our integrated services provide clients with holistic services that benefit all levels of an organisation.

We are passionate about the service we provide and are very proud of the long-term relationships we build with our clients. Taking pride in our independence, we are not tied to any one provider, which allows us to continually assess the market and ensure you receive the most competitive terms.

Our wealth managers provide financial advice for high net worth individuals. We believe next to our family and friends, one of the key relationships are with those who advise us on financial affairs. We are highly trained and qualified, independent of all financial product providers and have access to the latest technology.

Helm Godfrey is based in the heart of the City of London and we also have offices in other parts of the country. Helm Godfrey has grown steadily and is now a top 100 UK IFA.

Helm Godfrey is authorised and regulated by the Financial Conduct Authority.

Helm Godfrey is firmly committed to the FCA’s principles for business and Treating Customers Fairly. We value our clients and seek to provide the best possible service and advice. We do however appreciate that situations arise from time to time that could lead to dissatisfaction from clients. Where these arise we are dedicated to resolving issues raised as quickly and as amicably as possible. If you wish to complain to us, our contact details are:

The Compliance Officer, Helm Godfrey Partners Limited, Marlow House, Lloyds Avenue, London EC3N 3AA or e-mail info@helmgodfrey.com

Generally, we are able to resolve these issues using our internal Complaints procedures, a copy of which can be supplied on request.

Financial services complaints we cannot settle however, may be referred to the Financial Ombudsman Service (FOS)

Here in the UK, the FOS fulfils the role of providing an alternative to taking disputes to court.

FOS can be contacted at www.financial-ombudsman.org.uk or telephone: 0800 0234 567 or 020 7964 1000

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