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

Paraplanners turn to AI amid rising workloads and regulatory pressure

Paraplanners turn to AI amid rising workloads and regulatory pressure

Harnessing AI and digital tools to boost efficiency

Isabel Baxter
clock 13 November 2025 • 2 min read
More than half of advisers are testing AI and regtech

More than half of advisers are testing AI and regtech

AI viewed as both an opportunity and risk by compliance officers

Isabel Baxter
clock 06 November 2025 • 2 min read
Adventures in AI: Separating hype from reality

Adventures in AI: Separating hype from reality

Taking the ‘eh?’ out of AI

Mike Morrow
clock 29 October 2025 • 4 min read