Helm Godfrey Partners Limited

Helm Godfrey is excited to announce its acquisition by Hurst Point Group. This is excellent news for our clients, advisers and Helm Godfrey staff. We will remain independent financial advisers - but with the expertise and resources of a much larger group, we can enrich and improve the services we can provide to our clients.

Our annual Macmillan Coffee Morning is in full swing today! A massive thank you to everyone who contributed and to those who have donated.

Helm Godfrey annual sports day was hosted on Thursday in Hyde Park. Activities included egg and spoon race, tug of war, 100m sprint and rounders.
Well done green team for bringing home the win.

Every 2 years Helm Godfrey staff nominate two charities to work with over the coming two-year period. As well as making a donation to each charity, we are pleased to be associated with these organisations. Our charities for 2022 & 2023 are Breast Cancer and Solace.

Helm Godfrey is delighted to have been recognised as one of the thewealthnet’s 2021 Top Financial Planning Companies. The award is especially welcome as the accreditation results from feedback and recommendations from professionals from across the wealth management sector.

Congratulations to Susie Foottit, wealth management adviser at Helm Godfrey, on again being shortlisted for Financial Adviser of the Year 2021 in this year’s Women in Financial Advice Awards.

Best of luck to Susie for the awards ceremony to be held on 7 October.

Helm Godfrey is delighted and proud to have been awarded the Quality Mark Award for 2021 from Charitable Giving. The award recognises the hard work undertaken by our employee benefits team during lockdown.

Charitable Giving is a organisation that supports charities by working with employers wishing to support charitable giving at work.

Want to join our dynamic Wealth Management Team?

If you are interested in applying for our Technical Support (Wealth Management) role, please contact Debbie Davison at [email protected] for more information.

We are currently recruiting for an Administrator (Wealth Management). Please contact Debbie Davison at [email protected] for more details.

Helm Godfrey is delighted to announce the first anniversary of our Responsible Investment models. Meeting the needs of clients who have ethical investment preferences is an essential part of our DFM proposition. It is equally important that focusing on investing responsibly is not done to the detriment of performance, so we are pleased to announce that our first anniversary is coupled with benchmark-beating performance across all risk models. Although extremely encouraged by our performance to date, we recognise that past performance is not necessarily an indicator of future returns, which means we must regularly monitor performance against benchmarks to maintain this most promising of beginnings.

Helm Godfrey hosted its fourth web-based client seminar to talk about our views on what we may expect following the US election, investments for children and sharing some of our client experiences.

www.youtube.com

Keeping us and others safe with our very own HG face masks. Made by Georgina Lamb (Instagram name)