MorganAsh

Helm Godfrey is one of the UK’s largest independently owned employee benefits and wealth management consultancies and one ofthe very few also able to offer advisory services to both employers and their employees.

Helm Godfrey created a service to help people during their most critical financial decision-making stages – when approaching, reaching and in retirement – named iRetire.

iRetire assists people in maximising the return and income potential of their assets for retirement, as well as minimising inheritance and other tax liabilities.

Two key features of iRetire are:

  • an enhanced annuity service, in partnership with specialist provider MorganAsh, that has a track record of 60% of cases receiving a higher income.
  • an annuity advice service open to people with pension pots as low as £20,000.

“You only have to switch on the news or pick up a paper to realise there is need for a service like iRetire. We can help people get the most out of their pension pots, even if they have as little as £20,000 saved, by providing expert advice on all retirement-related matters.”– Graham Cross, managing director, Helm Godfrey

Our clients say:

MARS puts me in a far better position than before. I didn’t have any information like this, or evidence of client vulnerabilities.

Paul Russell, chartered financial planner