HelmGodfrey

Independent Financial Adviser Holly Hurst, Holton, Oxfordshire, Oxford, OX33 1PZ
FCA verified
24th June 2019
We aim to improve the quality of people's lives by helping them manage their money.
We can advise you on
    • Wealth management
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Equity release
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Long term care
Meet our advisers
adviser-person
Eileen Race
Where to find us

Holly Hurst, Holton, Oxfordshire, Oxford, OX33 1PZ

About us

Formed in 1999 Helm Godfrey is a top 100 UK Independent Financial Planning firm based in the City of London. Eileen Race works from Oxford.
We provide holistic independent advice on wealth management , employee benefits and financial planning.
We believe next to our family and friends,one of the key relationships are those who advise us on financial affairs. We are highly trained and qualified,independent of all financial product providers and have access to the latest technology.

Our services

Care fees advice, equity release and inheritance tax planning.
General Financial planning , investments and pension freedoms.
Eileen Race has 27 years experience, with good listening and communication skills.
Helm Godfrey is firmly committed to the FCA's principles for business and treating customers fairly. We value our clients and seek to provide the best possible service and advice. We seek and are proud of our long standing relationships with our clients.
Eileen holds a Certified Financial Planner licence and is a Chartered Wealth Manager.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£0

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