To enhance our service offering to our clients there are situations where we need to be able to provide financial services advice in addition to our core services. We therefore provide personal and corporate financial planning and employee benefits services under the trading name of Helm Godfrey Partners Ltd which is authorised and regulated by the Financial Services Authority.

haysmacintyre financial planning is committed to its clients. Because we are independent, we are able to select and tailor our advice to precise individual or corporate objectives making every solution bespoke.

Our philosophy is to provide a financial strategy that will achieve your ultimate objectives. This begins with an in-depth review of your current financial position, assessing current assets, liabilities, income and expenditure.

All our advisers have obtained industry qualifications, guaranteeing that the advice you receive adheres to the highest standards of professional integrity and client service.

personal advice
Individuals across the full spectrum of financial planning products and services are offered advice including:
 

• investment and portfolio management
• tax, trust and estate planning
• pensions and retirement planning
• protection - life assurance / critical Illness / private health
• savings
• long term care
• mortgages
• school fees

business advice and employee benefits consultancy
Businesses and the owners of businesses could benefit from our corporate pensions and business consultancy services:
 

• protecting your key employees
• shareholder and partnership protection
• succession planning and exit strategies
• MBO/MBI advice
• pension planning for executives and business owners
• employee benefits consultancy including flexible benefits and pre/post retirement advice
• establishing and reviewing employee benefits programmes as a function of reward and remuneration strategies, including:
  • group pensions and stakeholder schemes
  • group risk including death in service life assurance and disability/income replacement schemes
  • group private medical and dental schemes

haysmacintyre financial planning team
Our team has complete awareness of the full range of products and services in the marketplace, and the latest taxation and legislative changes which may affect your circumstances.

As a haysmacintyre financial planning client, you will benefit from:

• a regular review of your financial position
• valuations upon request and automatically at any review point
• regular updates on relevant financial planning opportunities
  

the next step
To arrange an initial, non-obligatory meeting to discuss your current financial position and objectives, please contact your usual engagement partner or Neil Sims.