G & C Financial Services

At G&C Financial Services Ltd, we believe that the key to successful financial planning is understanding our clients' unique goals and desires. We don't just sell financial products; we use our expertise to provide a comprehensive financial strategy that evolves with our clients throughout their lives.

Our Services

Our range of services is designed to cater to the diverse needs of our clients. We offer expert guidance on Pensions, Investments, Protection, Mortgages, and Inheritance Tax Planning. Whether you're looking to plan for your retirement, grow your wealth, protect your loved ones, or ensure your legacy, we're here to help. Our team of expert advisors will work with you to create a personalized plan that sets you up for financial success.

Our Approach

At G&C Financial Services Ltd, we follow a four-step process with all our clients. This involves understanding their goals and desires, identifying their financial objectives, crafting a tailored financial plan, and regularly reviewing and adjusting the plan as their circumstances change. This perpetual service ensures that our clients receive ongoing support and guidance to achieve their long-term financial goals.

Our Team

Our team of expert advisors is comprised of experienced and qualified professionals who are dedicated to providing exceptional service to our clients. We have a diverse range of skills and specialisms, including Chartered Financial Planners, accredited advisors, and specialist qualifications in areas such as equity release and long-term care planning.

Meet Our Team

Our team is led by Tim Geoghegan, a Chartered Financial Planner and fellow of the Personal Finance Society. Tim has extensive experience in financial planning and has worked with a range of clients, from private individuals to corporate clients. George Rolls, our other Independent Financial Adviser, has a Diploma in Financial Planning and is also working towards Chartered Financial Planner status. Our Practice Manager, Annemarie Cooke, ensures the smooth running of our office and provides exceptional client support.

Expert Guidance

At G&C Financial Services Ltd, we're committed to staying up-to-date with the latest financial products and regulations. This means that our clients can trust that they're receiving expert guidance and advice from our experienced team. Whether you're looking for guidance on pensions, investments, protection, mortgages, or inheritance tax planning, we're here to help.