Helm Godfrey launches app to help clients manage finances

Carmen Reichman
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IFA and employee benefits adviser Helm Godfrey has launched its own app to allow clients to access its services 24/7.

The app is free to use and includes 16 calculators to work out tax rates, tax reliefs, annual percentage rates, inflation and mortgage costs. It will also link to portfolio and investment tracking data from Morningstar and provide news alerts, research and blogs from Helm Godfrey. Users will be able to keep track of business expenses by uploading photos of receipts, while a built-in mileage tracker uses GPS to record business miles. Helm Godfrey said it developed the app to fulfil the needs of "tech-savvy" advisers. Chief executive Graham Cross said: "Face-to-face and personal c...

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