HelmGodfrey

Independent Financial Adviser  Holly Hurst, Oxfordshire, Oxford, OX33 1PZ
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FCA authorised
Last authorised 14th June 2021
We aim to improve the quality of people's lives by helping them manage their money.
We can advise you on
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Annuity purchase
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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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Buy my next home
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Equity release
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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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Socially responsible investments
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Unit trusts
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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
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.

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

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

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