Geoff has worked in the financial services profession since the early 1990s, previously, having worked for two major life offices and as a director of a firm of independent financial advisors that he sold in 2006.
Geoff says that his approach to wealth management is to help clients decide how they want to spend the rest of their lives. He examines your current ‘lifestyle’ and how you want your ‘lifestyle’ to look in the future. He examines the challenges in obtaining the long term ‘financial security’ you work so hard for, analyses your existing financial plans and simulates your financial future 5; 10; 20; 30 years ahead. He specialises in using your wealth to plan for your financial independence and to provide peace of mind knowing that you are going to be ok in all circumstances. Typically, this involves helping his clients with investment planning, tax minimisation and risk management.
Geoff has achieved the additional specialist CII pension AF qualification and also holds the Award in Long Term Care Insurance.
Outside of financial planning Geoff’s interests include sailing, football, socialising and travelling.