Geens Financial Planning Limited
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 client’s investment portfolios; analytical information of different products and investments, ranging from investment returns to computerised illustrations on the most competitive life assurance or annuities.
Within the organisation we have a team of specialists who can provide advice on:
- 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.