With over a decade of experience in wealth management, Geoff has attained Certified Financial Planner status – the only globally recognised mark of excellence in the financial planning industry. He also holds the prestigious Chartered Wealth Manager qualification from the Chartered Institute of Securities and Investment. He is a qualified stockbroker and holds the Certificate in Securities.
At the heart of the service offered by WB Wealth Limited is Geoff’s belief in effective communication to ensure that clients are kept informed of issues that may affect their financial wellbeing. As such, they regularly publish a range of newsletters exclusively for their clients, including a weekly Monday Market Bulletin and quarterly magazine, The Investor.
Away from financial services, Geoff enjoys playing golf, tennis and generally being active. He loves watching or talking about any sport, particularly rugby!
Paul and Geoff are exceptional at what they do. They provide a totally professional and highly efficient service, combined with outstanding relationship management which makes you look forward to your next meeting with them! I can highly recommend their expertise and service.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.