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Helm Godfrey takes over Massow’s Fresh Finance

Helm Godfrey has taken over Fresh Finance, the specialist IFA firm which was originally set up for the gay community by Ivan Massow.

The deal, which comprises the business and assets of Fresh, will see Helm Godfrey take on Fresh’s four advisers and assimilate its Tamworth office into its branch network.

The acquisition takes Helm Godfrey’s number of advisers to 37. The firm says it is still on the acquisition trail and is targeting smaller IFA businesses with around six advisers and a turnover of between 600,000 and 900,000.

Fresh chief executive Linda Clark will take over as Helm Godfrey’s director of finance and operations, replacing 74-year-old Anthony Winner, who is retiring shortly.

Fresh was set up by Massow 15 years ago. It has 16,000 clients on its database and specialises in financial advice for the gay community. Helm Godfrey majors on wealth management and employee benefits and its London advisers will move into Fresh Finance’s City office.

Helm Godfrey managing director Bruce Wilson says: “I think specialism in the market will continue, regardless of where that specialism lies. What we have brought is quality advisers and quality clients. Fundamentally, IFAs are about relationships and the better you can understand the relationship with your client the better you can provide them with advice.”

Clark says: “It was important to us when agreeing this deal with Helm Godfrey that they would continue to support our client base.”


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