Geoffrey Winchester

FSCI, CFP, FPFS, MSc

I have over 15 years’ experience working with clients and developing cutting edge bespoke solutions to enhance financial wellbeing. I build long-term relationships with my clients to deliver the best outcomes and help them achieve their financial goals. I advise private clients, trusts, charities, high net worth families and corporate entities on a comprehensive range of financial planning matters. I specialise in the provision of sophisticated analysis and risk management processes, tax-efficient onshore and offshore investment planning, as well as related trust and estate planning structures.

Trusts are not regulated by the Financial Conduct Authority.

About

To stay at the cutting edge of the industry I make professional development a priority and have the following qualifications:  

  • Fellow - Chartered Institute for Securities and Investments
  • Masters in Wealth Management – Loughborough University
  • Certified Financial Planner
  • Chartered Wealth Manager
  • Chartered Financial Planner  
  • Diploma in Applied Financial Trading
  • Fellowship of the Personal Finance Society

I joined the St. James's Place Partnership in 2012 to provide my clients with a diverse range of products and high-quality approach to investment management. I can also provide access to selected law and accountancy firms who can advise you on a variety of subjects, including the writing of tax-efficient wills*, advice in connection with non-UK-situs assets and non-domicile status.

Away from Work

I have recently switched City life for the countryside and bought a house in Beaconsfield. When I’m not at my desk you can find me walking my Beagle puppy, Lucky, or relaxing with friends and family. Sport is a huge passion for me – whether watching, playing or talking about it. I have a love-hate relationship with golf depending on how well I’m playing, enjoy a competitive game of tennis and could talk about rugby forever.

Accountancy services and will writing is not regulated by the Financial Conduct Authority.

Testimonials

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I've been working with Geoff and Jemma for a number of years now along with another close family member. Whilst respecting boundaries and privacy, the team have expertly helped us navigate complex wealth succession challenges and build foundations for financial security in the future and for the ...

LH- Private Client
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
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Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

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.

WB Wealth Limited is registered in England and Wales, Number 08563741. Registered Office: C/O Hillier Hopkins LLP First Floor, Radius House, 51 Clarendon Road, Watford, Hertfordshire, WD17 1HP.