01782 847952
"Committed to your success"
"Committed to your success"
Over 125
Years of
Experience
Years of
Experience
At Geens
your
Financial matters,
really matter
your
Financial matters,
really matter
Geens Financial Planning Limited is a connected company of the main accountancy practice. Established in November 2005 following changes in pension legislation and a general increase in the need for Financial Planning/ Wealth Management, it provides in-house complementary services to our own.
We have invested extensively in the latest technology in order to be able to provide detailed valuations of clients investment portfolios; analytical information of different products and investments, ranging from investment returns to computerised illustrations on the most competitive life assurance or annuities.
- Mortgages and re-mortgages, either commercial or residential
- Retirement planning
- Self administered and self invested personal pension schemes
- Inheritance tax
- Wills
- Trusts
- Litigation
- Business exit strategies
- Family and business protection
Peter Jarvis - Director
With more than 30 years experience in financial services, Peter was one of the founding members of the
company. He encompasses Geens' philosophy of providing both a high standard of professional service and
a high degree of personal attention believing that trust and deliverability are essential pre-requisites
for any relationship.
Peter is well qualified to deal with all aspects of financial planning and holds the coveted qualification of Chartered Financial Planner, which is held by less than one thousand practitioners in the country.
Peter is well qualified to deal with all aspects of financial planning and holds the coveted qualification of Chartered Financial Planner, which is held by less than one thousand practitioners in the country.