Helm Godfrey
Helm Godfrey, trading as Argentis Group, is a UK independent wealth and financial planning firm founded in 1990, delivering advice, investment management, and employee benefits to UK individuals across all life stages via a six-office regional network.
- Company typePrivate
- Founded1990
- HeadquartersLondon, United Kingdom
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What Helm Godfrey does
Helm Godfrey, doing business as Argentis Group, is a UK private wealth and financial planning firm founded in 1990 and headquartered in Waterlooville, Hampshire. It operates through two FCA-authorized limited entities, Argentis Wealth Management Limited and Argentis Financial Planning Limited, and delivers advice to UK individuals across all life stages from their 20s through their 90s. Its service line spans The Financial Advice Service, Lifetime Planning, Investment Management (delivered in partnership with Hawksmoor Investment Management), Mortgages, Equity Release, Protection and Insurance, and Employee Benefits, positioning it as a holistic independent adviser rather than a product vendor.
The business model is classic independent financial advice: fees and commissions generated from financial planning retainers, investment management mandates routed through Hawksmoor, and transactional commissions on mortgages, protection, and equity release. Distribution is direct-to-client via six UK offices (Waterlooville HQ, London, Harrogate, Haywards Heath, Poole, Salisbury), supported by a content-marketing website, an Insights/FAQs resource hub, VouchedFor client testimonials, and direct phone/email/contact-form enquiry. A digital client portal, My Finance Hub, provides an account-level service surface beyond episodic advice meetings.
Operationally, the firm runs on a regional management structure with dedicated Regional Managers for London, Midlands and North, South East, and South West territories, supported by specialist Heads of Pensions Administration, Employee Benefits, Healthcare and Risk, Academy and Development, and Operations. Technology is essentially a WordPress marketing site and an external client portal; investment management execution is outsourced to Hawksmoor. No revenue, AUM, or headcount count is publicly disclosed, and there is no evidence of external funding, acquisitions, or institutional ownership in the source data.
Helm Godfrey firmographics
Firmographics- Name
- Helm Godfrey
- Legal name
- Argentis Wealth Management Limited
- Website
- https://helmgodfrey.com
- Company type
- Private
- Founded year
- 1990
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Helm Godfrey, trading as Argentis Group, is a UK independent wealth and financial planning firm founded in 1990, delivering advice, investment management, and employee benefits to UK individuals across all life stages via a six-office regional network.
- Ownership category
- akta.pro rank
Helm Godfrey industry classification
Industry- Product category
- Wealth Management and Financial Planning
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Business Owner & Executive Financial Planning (FSAEAAAO)
Keywords
Where Helm Godfrey is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices6 records
Markets served
Helm Godfrey business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Distribution channels1 record
Marketing channels3 records
Helm Godfrey product offering
Product offeringCore offering
Helm Godfrey (operating as Argentis Group) delivers independent, holistic financial planning and investment management services to UK individuals and businesses. The core offerings include The Financial Advice Service, Lifetime Planning, and discretionary Investment Management (delivered in partnership with Hawksmoor Investment Management). Add-on advisory services encompass mortgages, equity release, protection and insurance, and employee benefits including auto-enrolment pensions.
Product overview
Argentis is a financial planning and investment management firm offering a unified suite of services. The core offerings include The Financial Advice Service and Lifetime Planning (financial planning), combined with Investment Management through a partnership with Hawksmoor Investment Management. Additional services encompass Mortgages, Equity Release, Protection and Insurance, and Employee Benefits. The firm supports clients across all life stages from their 20s through 90s, positioning itself as a comprehensive wealth management partner for building, enjoying, and preserving wealth.
Differentiator
Problem solved
Functional benefit
Products and services
- The Financial Advice Service An advice service designed to help individual clients make clear financial decisions, take control of their finances, and gain confidence to pursue their desired lifestyle. For UK individuals seeking financial decision-making support.
- Lifetime Planning A comprehensive financial planning service where dedicated planners deliver tailored financial plans designed to help clients reach their long-term goals. For UK individuals seeking long-term wealth planning.
- Investment Management Discretionary portfolio management and multi-asset investment solutions, provided in partnership with Hawksmoor Investment Management, supporting clients in building carefully structured and actively managed portfolios. For UK individuals seeking managed investment solutions.
- Mortgages Mortgage advisory services including residential and buy-to-let property financing solutions. For UK individuals seeking property financing advice.
- Equity Release Equity release solutions allowing clients to access wealth tied up in their property. For UK individuals, typically in later life stages, seeking to unlock property wealth.
- Protection and Insurance Protection and insurance products to safeguard clients' financial wellbeing and assets. For UK individuals seeking risk and lifestyle protection cover.
- Employee Benefits Employee benefits advisory services including auto-enrolment pension solutions. For UK businesses/employers seeking workplace pensions and benefits support.
Companies that use Helm Godfrey
Customer profileSegments1 record
Ideal customer profiles2 records
Helm Godfrey technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Helm Godfrey partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Hawksmoor Investment ManagementminorHawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Argentis Group works with Hawksmoor to support their investment management services.
Recent moves6 records
Expansion highlights6 records
Helm Godfrey competitors and assessment
Company assessmentDirect peers
- Killik & Co: Independent UK wealth advisory with multiple offices serving individuals across life stages, offering discretionary portfolio management and holistic financial planning. Comparable as a long-established, UK IFA-style firm of similar headcount and lifestyle/segment marketing approach.
- Tilney (now Evelyn Partners) / Mazars Financial Planning: UK wealth manager and IFA with regional office network, financial planning focus, and discretionary investment services for individuals and businesses. Closely comparable in structure (multi-office UK IFA with advice-led, holistic wealth planning) and scale.
- Sanlam UK / Trusted Financial Planning: UK financial planning and wealth advisory group operating multi-office network for individuals across life stages, with discretionary and advisory investment services. Comparable as a UK regional IFA with bundled financial planning and investment offerings.
Broad incumbents
- LGT Vestra (now LGT Wealth Management UK): UK private wealth manager offering discretionary investment management and financial planning to HNW individuals and families. Comparable as a UK multi-office wealth advisory combining institutional-grade investment management with personal financial planning.
- Brewin Dolphin (now part of RBC Wealth Management): UK wealth manager with national branch network providing discretionary and advisory investment management alongside financial planning. Comparable as a UK multi-office wealth advisory serving individuals with planning-led and discretionary investment services.
- Evelyn Partners: UK integrated wealth management, financial planning, and professional services firm serving private clients, families, and businesses. Comparable as a UK multi-office firm offering advice-led wealth management with financial planning and investment management bundled with tax/accountancy services.
- Charles Stanley (now RBC Brewin Dolphin): UK wealth manager offering discretionary investment management and financial planning through a regional office network. Comparable as a long-established, multi-office UK advisory firm serving HNW individuals with discretionary portfolio and planning services.
- Rathbones Group: UK-listed discretionary wealth manager and investment manager offering advice, portfolio management, and financial planning to individuals, families, and intermediaries. Comparable as a multi-office UK wealth advisory with in-house investment and financial planning capabilities.
- St. James's Place: Largest UK wealth management/IFA network with national footprint, partnered adviser model, and broad product suite. Comparable as a UK retail wealth advisory serving individuals and families across life stages with discretionary and advisory investment services.
- Quilter (Wealth & Advice): UK wealth manager with advised and platform propositions serving individual clients and advisers. Comparable as a UK retail wealth advisory with broad financial planning and investment offerings across life stages.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Helm Godfrey social profiles
Digital presenceHelm Godfrey financial estimates
Financial estimateRevenue estimate
Valuation estimate
Helm Godfrey leadership team
Management profileNumber of profiles
Profiles15 records
Helm Godfrey funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Helm Godfrey M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Helm Godfrey
What does Helm Godfrey do?
Helm Godfrey (operating as Argentis Group) delivers independent, holistic financial planning and investment management services to UK individuals and businesses. The core offerings include The Financial Advice Service, Lifetime Planning, and discretionary Investment Management (delivered in partnership with Hawksmoor Investment Management). Add-on advisory services encompass mortgages, equity release, protection and insurance, and employee benefits including auto-enrolment pensions.
Is Helm Godfrey a public or private company?
Helm Godfrey is a private company. It is classified as management employee owned and is currently operating.
When was Helm Godfrey founded?
Helm Godfrey was founded in 1990. It employs 51 to 100 people.
Where is Helm Godfrey based?
Helm Godfrey is headquartered in London, United Kingdom, in the Europe region.
Who are Helm Godfrey's main competitors?
Direct peers on record are Killik & Co, Tilney (now Evelyn Partners) / Mazars Financial Planning and Sanlam UK / Trusted Financial Planning. Broad incumbents are LGT Vestra (now LGT Wealth Management UK), Brewin Dolphin (now part of RBC Wealth Management), Evelyn Partners, Charles Stanley (now RBC Brewin Dolphin), Rathbones Group, St. James's Place and Quilter (Wealth & Advice).
Does Helm Godfrey have an API?
No public API is recorded for Helm Godfrey.
What industry is Helm Godfrey in?
Helm Godfrey's product category is Wealth Management and Financial Planning. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAO, Business Owner & Executive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.