Helm Godfrey.

Independent Financial Adviser Eileen Race, Holly Hurst, Holton, Oxford, OX33 1PZ
FCA verified
15th October 2018
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
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Eileen Race CFPCM DipPFS AFPC
Wealth Manager
Where to find us

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

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.

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

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