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

'Bit of a nightmare': Microsoft outage disrupts advice firms

'Bit of a nightmare': Microsoft outage disrupts advice firms

Raises questions about overreliance on big tech giants

Isabel Baxter
clock 13 November 2026 • 4 min read
Brian McLaughlin: Your client can now ask a chatbot what you did for the fee

Brian McLaughlin: Your client can now ask a chatbot what you did for the fee

'Here is the odd thing about ongoing advice. The better it is done, the less of it the client sees'

Brian McLaughlin
clock 11 November 2026 • 4 min read
Andrew Goodwin: Why advisers should react positively when clients praise AI

Andrew Goodwin: Why advisers should react positively when clients praise AI

We really need to do is explain why AI is neither all good nor all bad

Andrew Goodwin
clock 09 November 2026 • 5 min read