We’ve updated our website to better help our clients make the most of their financial futures.

Helm Godfrey is one of the largest independently owned wealth management and corporate solutions practices in the United Kingdom.

Over more than 20 years we’ve forged a reputation for providing independent advice that stands the test of time for our clients and their families, businesses and employees.

It’s a reputation earned thanks to the application of expertise, insight and experience of our advisers and support team.

As such we’ve updated our website – along with our logo and colours – in keeping with the times. At the heart of our new online home is a commitment to simplicity and clear help for our clients and partners.

Commenting on the new website, Graham Cross, chief executive of Helm Godfrey says:

“As one of the UK’s leading independent financial planning practices, we were keen to refresh the Helm Godfrey website for the new decade and truly demonstrate our offering to clients, partners and the wider community.

“We’re really pleased to have now launched the new site, with a wealth of features and information. Most important of all, the website makes contacting us and getting started on the wealth management journey central to the proposition.

“Our clients are our most important asset, so making it as seamless as possible to read and contact the team was essential.”

Here is an explanation of what you can expect from different areas of our new site.

For you

Everything you need when it comes to planning for wealth or managing it too can be found in For you.

The building blocks of wealth management – estate and inheritance tax planning, retirement and tax planning, charitable giving, financial protection and contingency planning – are all services we provide, and more.

We also offer responsible and impact investing plans, something of increasing importance in our climate-conscious world.

For you is split into two parts – Help to build wealth and Help to manage wealth. Two sides of the same coin, each section will give you the right information depending on what stage of your wealth journey you’re at.

For your business

For our corporate clients, you can find information on our experience of building and managing employee benefit programmes in the For your business section.

We know how important such programmes can be for company wellbeing and employee productivity.

From pensions and auto-enrolment to health and wellbeing, we have employee benefit schemes to suit your firm’s purposes.


In the new About section of the Helm Godfrey website, you can find all you need to know about us – from our goals to our team.

Find out more information about our advisers’ experience and range of professional qualifications. You can even filter by department to find further information on individual team members and how to get in touch.

You can also find our commitment to the community in the About section, and the work we do with our charity partners.

And in News and views, you can find all the latest information from us on the world of advice, wealth management and investing, along with the latest company updates.

Talk to us

You can find every method possible to get in touch with us when you need to via Talk to us – whether that’s for a new enquiry or anything else, we’d love to hear from you and help you on your wealth management journey.

Finally, if you’re keen to follow our journey please do connect with us on LinkedIn, Facebook or Twitter.