Helm Godfrey.

Independent Financial Adviser  Eileen Race, Oxford, OX33 1PZ
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FCA authorised
Last authorised 1st March 2021
A well qualified mature female, excellent listening and communication skills is a rare commodity. Expert on long term care funding.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MRS Eileen Race CFPCM DipPFS AFPC
Wealth Manager
About us

We provide specialist independent advice on wealth management and financial planning for businesses and individuals. We believe next to our family and friends, one of the key relationships is with those who advise us on financial affairs. We provide financial planning and investment advice tailor-made to help you achieve your financial goals. Helm Godfrey has received several awards, including the 'Top 25 IFA Company of the Year' award in 2013 for the fourth year running.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Eileen Race, Holly Hurst, Holton, Oxford, OX33 1PZ

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