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