An award-winning week for Helm Godfrey

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Financial Adviser Top 100       WealthNet

This week marks an award-winning week for Helm Godfrey.


We are pleased to announce that Helm Godfrey has been awarded FT Advisers Top 100 Advisers, ranking in at number 14 and the wealthnet’s Top Financial Planning Companies in the UK.


FT Adviser rates firms based on the growth rate of the advisory businesses, the number of years of experience each business has managing assets in different economic and interest-rate environments and how highly qualified advisers are. In order to check how advisers are managing their clients’ investments, an independent data and research company Strategic Insight, used data received directly from fund managers covering 88 per cent of the retail investment market plus 17 of the nation’s biggest investment platforms.


The Wealth Net is published by PAM insight, a leading provider of specialist news, analysis, and comparative data for the world of wealth management. The Top Financial Planning Companies award identifies not just the biggest advisory firms but also those who offered the best advice and were truly client focused.


The prestigious lists rank the leading financial planning firms across the country. Graham Cross, Managing Director of Helm Godfrey, said: “Our clients are our first priority and it gives us real pleasure to be recognised for this approach. We are passionate about the holistic financial planning service that we provide and very proud of the long-term relationships we build with our clients as a result of it.”


We are also very proud of Pat Dance, Operations and T&C Officer, for her finalist status in Investment Week’s Women in Investment 2018 Unsung Hero Award.

 

Pat Dance, Unsung Hero -  Women in Investment Finalist

 

 

 

 


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