The building blocks of wealth management

Investment management

Our 7-step approach to wealth management enables us to construct an investment portfolio that suits your needs and risk appetite. Once in place, we will monitor your portfolio’s progress as agreed with you and where appropriate suggest or make changes as and when they need making.

Tax and estate planning

The combined value of your assets may be subject to inheritance tax when you die, subject to various reliefs and other rules. With our help and careful planning, you may be able to avoid some or all of that tax.

Responsible and impact investing

We can help you make investments which favour companies that rank highly based on environmental, social and governance issues. businesses that intend to have a positive influence on the societal and environmental challenges facing the world.

Image showing Responsible Investing brochure

Guide to responsible investment

Learn more about our approach to responsible investing

Many clients tell us that they want good financial returns from their investments, but they want more than this. If you are taking a greater interest in where your money goes and whether it is being invested in line with your values download our guide to learn more about how our approach to responsible investing could help you.

Meet the Helm Godfrey team

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...

How can we help?

A sound financial future starts with solving one problem. And then another. And another. So if there's something on your mind that's led you to visit our site today, why not see if we can help you? Ready to get started?

"Simon Player inherited a muddle from our previous adviser and worked quickly to restructure our pensions and investments into much more sensible shape."


Financial planning

"Mark Finster’s excellent advice and wise counsel have enabled my wife and I to recently retire with total confidence of our future income."


Financial planning

Investing for a sustainable future

Whether you're investing a few pounds in a stocks and shares ISA or much higher sums in a portfolio of hand-picked funds, we know that more and more people care about what their money is being invested in. We do too. Discover more about our approach to ethical and impact investing.

The things you value aren't only expressed in numbers

When you work with a Helm Godfrey adviser you'll explore the things that you'd really like to do for the rest of your life. That way, we can work out how your financial plan can help you fulfil your ambitions. We call it lifetime wealth management.