Financial planning

Under the banner of Geens Financial Planning Limited we are able to offer a comprehensive lifetime wealth planning and investment service. Our commitment to your success is fundamental to all that we do.

Using the latest technology we can provide detailed valuations of clients’ 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 of financial planning services concerning mortgages and re-mortgages, either commercial or residential, retirement planning, self- administered and self-invested personal pension schemes, auto enrolment, inheritance tax, wills, trusts, business exit strategies and family and business protection.