Geeson Financial Services Limited was formed in 2003 by Chris Geeson to specialize in providing corporate benefit advice to all sizes of companies ranging from 1 to over 150 employees.
The Principal of the company is Chris Geeson who has been in the financial services industry for 34 years with the last 22 years as a specialist corporate independent financial adviser.
Chris has both designed and implemented all manner of group schemes for many companies with up to 1200 employees. He has specialist connections with many insurance providers so that the benefits which employers wish to place for their employees are both at the keenest costs and of the highest quality from the provider.
He has spent many years creating relationships with clients of all ages and provides ongoing advice to cover every aspect of financial planning for those individual clients.
One of the most important aspects of Chris's career is that he has gained qualifications at an advanced level for pensions which allows him to provide expert advice on all manner of pension planning, especially in the more complicated areas such as pension transfers and occupational pension for directors utilizing such schemes as small self administered pensions and executive pension plans.
Chris has extensive experience of managing independent financial advisory companies and has also spent significant time as a compliance officer and is extremely comfortable with all the Financial Conduct Authority requirements for the safeguarding of client interests.
Joining Chris as Office Manager is Sarah Fletcher who offers further extensive experience of insurance companies and insurance company administration to ensure the smooth day to day running of Geeson Financial Services Limited. Sarah has 13 years Insurance experience.
Sarah is studying to gain her financial qualifications currently.
Between Chris and Sarah the company has nearly 50 years of financial services experience with a very specialist knowledge in the corporate environment and just as importantly a very specialized knowledge of the insurance industry and what is available for their clients.