He was one of Standard Life’s top performing Private Client Managers for many years, providing a highly personalised service to high net worth individuals and corporate clients. His expertise covers all areas of financial planning but he has specialised in pre and post retirement planning, Inheritance Tax mitigation and investing for growth and income.
Geoff has been a Chartered Financial Planner since January 2008. He is relishing being able to provide a high quality service to his clients, offering whole of market solutions on a face to face basis.
He is married with two children and when he isn’t playing or watching football he is coaching his son’s football teams.