Helm Godfrey

Independent Financial Adviser  Marlow House, London, EC3N 3AA
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FCA authorised
Last authorised 7th June 2021
We provide independent financial advice to help you take care of your financial wellbeing. Authorised and regulated by the FCA.
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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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Payment protection 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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MS Claire Menni DipPFS
Chartered Financial Planner
MR Anthony Nash DipPFS
Wealth Management Adviser
MR Philip Thrush DipPFS
Head of Client Management
MR Daniel Callaway DipPFS
Adviser
MR Lyndon Heppolette DipPFS
Client Director
MS Lauren Peters DipPFS, Certs CII (MP & ER)
Wealth Management Adviser
MR Dan Burnham
Chartered Financial Planner
MR Oliver Thorne
Wealth Management Adviser
MS Susie Foottit DipPFS
Director
MR Mark Finster Dip PFS
Director
MR Mike Casson ACII, DipFA
Wealth Management Adviser
MR Barry Brown BA(Hons) Dip PFS
Wealth Management Adviser
MR Bruce Wilson
Director
MR Peter Taylor
Wealth Management Adviser
MRS Eileen Race
Wealth Management Adviser
MR Ian Leeson
Wealth Management Adviser
MISS Michelle Gibbs
Chartered Financial Planner
MR Colum Wilde DipPFS
Wealth Management Adviser
MR Michael Bousfield
Wealth Management Adviser
MR Mark Weeks AIFP RLP
Retirement Planner
MR Robert Turner Dip PFS
Wealth Management Adviser
MR David Son BA (Hons) DipPFS
Wealth Management Adviser
MRS Linda Seely DipPFS
Wealth Management Adviser
MR Stephen Powell BSc(Hons) DipFPS
Director
MR Simon Player DipPFS
Wealth Management Adviser
MRS Dominique Jones DipPFS
Financial Adviser
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 are with those who advise us on financial affairs. Its consultants and staff wholly own helm Godfrey. As a result, we are truly committed to our clients whose well-being is also our company's. 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.

Our services

Wealth management, financial planning, investment, tactical asset allocation, impact investing, ethical investing, protection and life insurance, retirement planning, tax and estate planning.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

Marlow House, 1A Lloyd's Avenue, London, EC3N 3AA

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