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