Cross has run small businesses for nearly 30 years and has many years’ experience in the financial services industry where, in addition to managing an IFA firm, he was involved in developing computer based training software.
In the Helm role, Cross will work closely with managing director Bruce Wilson and the other members of the senior management team try and to maximise the operational effectiveness of the business. He will also oversee company-wide systems and processes as well as staff training and development.
Wilson says: “I am delighted that Graham has decided to join Helm Godfrey. He brings a tremendous amount of knowledge, skill and experience to the team and I am sure will have a positive and immediate impact on the future success of the business.”
Cross says: “Helm Godfrey is one of only a few genuine success stories in the IFA space and I am delighted and excited to be joining the team. Key to the success of the business over the years has been its desire and ability to invest properly in its people, processes and systems, something I will be working hard to ensure continues.”