01782 847952

Financial Planning

Financial Planning

With our own independent FCA regulated company, Geens Financial Planning Limited, working alongside us, we offer a comprehensive lifetime wealth planning and investment service. Our commitment to your success is fundamental to all that we do.

We can provide detailed valuations of your investment portfolios, supplying analytical information of different products and investments, ranging from investment returns to illustrations on competitive life assurance or annuities.

Our team of specialists can offer a complete range financial planning services including:

  • Pensions (including self-invested and self-administered pension plans)
  • Auto enrolment
  • Investments
  • Lifetime wealth planning
  • Retirement planning
  • Inheritance tax planning
  • Business exit strategies
  • Family and business protection
  • Life assurance
  • Mortgages (commercial and residential)

We will make sure your financial planning fits with your overall goals.


Dean and all the team members have looked after me very efficiently and professionally throughout that time, they have provided excellent service and advice in a friendly manner.

Anthony Fagg,

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