Archives for Consultant

Peter Jarvis

Peter has had over 35 years’ experience in the financial services world and has worked for a number of investment institutions including, Schroders, Commercial Union and Friends Provident prior to making the step into a financial advisory role as Managing Director of a local firm of financial advisers. Peter then set up his own business in 1992 with the aim of providing a comprehensive financial advisory service, advising on company exit strategies, retirement planning and investment management. Peter qualified as a Chartered Financial Planner in 2006, one of only a few Chartered Financial Planners in the area. Geens Financial Planning Ltd (GFPL) is a joint venture
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Trevor Watkins

Trevor was a former partner and latterly sole proprietor of Cropp Hawkins for more than 40 years before bringing his expertise and staff into Geens in 2009. Although now part-time, he still maintains strong client relations and is a fountain of knowledge particularly with the regulatory requirements of charities. He has been past president of the local branch of the ICAEW, is involved with a number of charities, and is a former player but now more a keen follower of sport particularly rugby and cricket. T. 01782 847952 E.
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