Geoffrey Mahoney

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DipPFS, CeMAP Financial Planning Consultant

Geoff entered the financial services industry in 1995, with over 20 years of experience he specialises in investment, retirement and mortgage advice as well as a full range of protection planning for both personal and business clients.

As a professionally diploma qualified financial adviser through the Chartered Insurance Institute & Institute of Financial Services, Geoff is experienced in understanding his clients current and future needs. He provides them with suitable realistic financial solutions then an ongoing service to ensure his advice evolves as his clients needs change, aiming to maintain long term relationships.

Geoff believes in strong ethics and putting the client at the heart of everything he does.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Buy to let mortgages are not regulated by the Financial Conduct Authority.

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection

Mortgage placement and arranging for:
First time buyers
Remortgages
Buy-to-let

Deals researched and arranged to suit:
Fixed rate deals
Discounted
Variable and flexible
Capped and or collared