I have known Geoff professionally for over 15 years and during that time he has advised me on my personal financial planning as Director of my own company, followed by advising me after the sale of my company to maximise the financial outcome. More recently he has spent time with my wife and me discussing and advising us on longer term investments to ensure a sensible approach to our retirement plans .He is very approachable, listens to our requirements and responds quickly to any concerns or queries. We have trusted his advice for many years and would have no hesitation recommending him to other potential clients.
