Helm Godfrey launches app to help clients manage finances

Carmen Reichman
clock

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Could Iress private equity sale finally shake up the back-office world?

Could Iress private equity sale finally shake up the back-office world?

‘Even if IFAs had the budgets, there is a huge amount of inertia at play here’

Justin Cash
clock 12 September 2025 • 5 min read
I know a man who can: Advisers urged to adopt consumer signposting tool

I know a man who can: Advisers urged to adopt consumer signposting tool

Answer to enquiries from prospective clients’ advisers can’t help

Jenna Brown
clock 10 September 2025 • 2 min read
FCA: No plans for 'extra' AI regulations

FCA: No plans for 'extra' AI regulations

‘We will rely on existing frameworks’

Eve Maddock-Jones
clock 10 September 2025 • 2 min read