We are pleased to announce that Helm Godfrey has been awarded FT Advisers Top 100 Advisers, ranking in at number 14.
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 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.”