I have been Helm Godfrey’s Managing Director since January 2011, following two years as head of operations. I have been involved in financial services for over 30 years, both as an IFA and in writing computer based training software for the financial services industry. My aim is to achieve growth and efficiencies whilst ensuring Helm prioritises the well-being of both clients and staff.
The opportunities and challenges associated with pension freedoms and Auto Enrolment are huge, both for clients and Helm Godfrey. However, I strongly believe that the company is well positioned to take full advantages of these opportunities and we will continue to help and educate clients to enable them be in control of their finances.
Away from the office I enjoy music (having always had the wish to conduct an orchestra), reading, tennis and the various cultural events London has to offer.