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.
We may be based at our home at the heart of the City of London but our advisers and clients live and work throughout the UK. And besides, these days, face-to-face advice is only a Zoom call away.
Want to know more about our talented team at Helm Godfrey? Then either click on a profile to find out more or click the button below to meet the rest of the team.
More...Core to our success is our people. Everyone plays a vital role in the growth and success of Helm Godfrey. We have grown rapidly. Our expectations are simple: Have a thorough understanding in your field and exceed client expectations. There is nothing more important than our relationships with our clients. We expect the highest standards of regulatory compliance and customer service across all areas of our business.
We believe in transparency and openness in all aspects of the business.
Helm Godfrey provides an excellent career structure with training in key areas, a competitive salary and benefits package. You will be encouraged to take ownership of your career and make the most of the opportunities in a supportive and demanding environment.
If you’re looking for a challenging work environment, opportunities to continually develop your skills and be part of an organisation that is dedicated to being an outstanding citizen and community leader, why not send us your CV with a covering letter to Debbie Davison?
For us, being a good corporate citizen is more then just a set of good intentions. We believe that acting responsibly towards our members, our clients, our employees and the community needs to be at the core of everything we do.
Helm Godfrey is authorised and regulated by the Financial Conduct Authority (FCA).
We are committed to the FCA’s principles for business and treating customers fairly.
We value our clients and work hard to provide the best possible service and advice but, if you’re ever unhappy with our advice, we are dedicated to resolving issues you raise as quickly and as amicably as possible.
Should you ever wish to make a complaint about our service, please email us at [email protected] – making sure you mark your email ‘For the attention of the compliance officer’ in the subject line.
Alternatively, you’re welcome to write to Compliance Officer at Helm Godfrey Partners Limited, Marlow House, Lloyds Avenue, London EC3N 3AA.
Usually, we are able to resolve issues using our internal complaints procedures. (If you would like a copy please email us and we’ll be happy to send you a copy by reply.)
Complaints that we’re unable to resolve may be referred to the Financial Ombudsman Service (FOS)
In the UK, the Ombudsman fulfils the role of providing an alternative to taking disputes to court.
You can contact FOS by visiting www.financial-ombudsman.org.uk or calling 0800 0234 567 or 020 7964 1000.
