Tim Geoghegan
Chartered Financial Planner & Director
Independent Financial Adviser
Tim Geoghegan BA (Hons) FPFS, MP (ER) is co-founder of G&C Financial Services Ltd in 2003 and enjoys working with clients to develop plans that lead to a better financial future.
Before working at G&C, Tim had a background in private banking and was formerly Head of Corporate Sales at both Cater Allen Private Bank and Fleming Premier Banking. Tim has a degree in Business Economics and for a time managed the currency book of a large UK based commercial bank.
Tim is a Chartered Financial Planner having passed the Advanced Financial Planning exams for Investments, Personal Taxation, Pensions and Financial Planning. Tim is also a Fellow of the Personal Finance Society. Tim also holds specialist qualification's in equity release and planning for long term care.
George Rolls BSc (Hons) APFS
Independent Financial Adviser
Chartered Financial Planner
George gained a First in a BSc Mathematics degree at the University of Exeter. He was nominated for The Insurance Institute of Southampton "Young Financial Professional of year" in 2020. He enjoys helping his clients achieve their financial goals.
Anne Marie Cooke
Practice Manager & Director
Anne Marie Geoghegan nee Cooke BA (Hons) Anne Marie has a degree in Business Studies. Anne Marie is responsible for the management and administration of the back office function of the business. Dealing with general client liaison, diary management, client reporting and monitoring.
In Memory of Dan Cawthorne
Independent Financial Advisor Chartered Financial Planner
Dan Cawthorne APFS, BSc (Hons) was a co-founder of G&C Financial Services Ltd after a successful career in banking.
Dan went to University in Southampton and then entered the management training programme at Alliance & Leicester's corporate bank. In 2000 Dan worked for a private bank in the City of London working as a relationship manager. He has built this successful business with his business partner Tim Geoghegan over the past 20 years. "He was always professional & a true gentlemen" He will be deeply missed by all who knew him.