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~ Financial Advisor Windermere ~ Financial Advisor Cumbria ~ Financial Advisor Lancaster ~
IFA Cumbria
Helm Godfrey Partners Ltd
Professional Financial Advisors - Cumbria
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Welcome to Helm Godfrey Partners Ltd.
Helm Godfrey is one of the most successful firms of independent financial advisers in UK. In the last seven years since we first consolidated a group of small specialist firms into the larger group, Helm Godfrey has grown quickly but steadily and is now over six times the size it was back in 2000.
Helm Godfrey takes a holistic approach to financial planning, using creative and innovative solutions to help achieve your goals and you manage your financial affairs. We work with both businesses and individuals, and our specialist areas include:
Personal financial planning
Comprehensive financial planning
Tax planning
Retirement and pension planning
Post-retirement planning
Investment planning
Ethical investing
Estate planning and inheritance tax mitigation
Equity release
Life assurance
Health insurance: income protections and critical illness cover
Private medical insurance
Wealth management
Business financial planning
Employee benefits
Corporate financial planning
Shareholder and partnership protection and succession planning
Key person protection
Our experienced and professional staff realise the importance of strong and positive relationships between financial advisors and clientele which is why when you hire Helm Godfrey Partners Ltd you receive much more than a financial specialist.
If you would like to learn more about our range of professional financial services and you live in or around Windermere, Lancaster and the entire Cumbria County give Helm Godfrey Partners Ltd a call today and let us exceed your expectations.
Helm Godfrey Partners Ltd is authorised and regulated by the Financial Services Authority.
~ Financial Advisor Windermere ~ Financial Advisor Cumbria ~ Financial Advisor Lancaster ~
IFA Cumbria
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