Geeson Financial Services Limited specialise in providing corporate services to employers of small, medium and large companies. They also provide individual services to all members of any group scheme and individual clients who may wish to ask for specific advice. The experience of the team ensures that the best possible advice and research goes into providing a full service to any client.

Their services include:

  1. Corporate pensions of all types
  2. Auto-enrolement pensions
  3. Self-invested Personal Pensions (SIP)
  4. Pension transfers
  5. Stakeholder pensions
  6. Life assurance contracts
  7. Critical illness contracts
  8. Permenant health insurance contracts
  9. Group permenant health insurance
  10. Group death in service
  11. Group private medical insurance
  12. Keyperson insurances
  13. Critical illness keyperson and individual
  14. Investment services:-
    • ISAs
    • PEPs
    • Unit Trusts
    • Open Ended Insurance Company Schemes
    • Unregulated Unit Trusts
    • Guaranteed Bonds
    • With Profit Bonds
  15. Retirement planning
  16. Investment planning to provide either growth, income or both
  17. Mortgage protection products
  18. Stakeholder pensions - group/individual
  19. Life/mortgage protection/critical illness evaluation and rebroke service

    Our internal complaints handling procedures for the reasonable and prompt handling of complaints is available upon request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at:

    www.financial-ombudsman.org.uk

    Or by contacting them on:

    0800 0234567.