Geoff Fillery
Financial Planner
Geoff's Qualifications
When Geoff's at Work
Geoff has worked in financial services for 35 years, 10 of those years were in retail banking, followed by 25 years and counting as an IFA, working for several well established regional practices.
As well as working with private clients, Geoff is also a specialist in corporate services, working with commercial clients to support them with their auto enrolment pension and employee benefits requirements.
When it comes to relaxing
Geoff lives with his partner and 17 year old twins. When he’s not busy providing a taxi service to his children, he enjoys playing 5 a side football and watching football, as well as enjoying European driving holidays with his family and socialising with friends.
Important stuff
All advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You can click here to view Geoff’s.