“Our role is to help clients understand what their life journey means for them financially. What is it that drives them? What is it that they are trying to achieve? The relationship you build with clients is almost impossible to repeat in any other profession.”
In January 2022 Geraint became Head of our Cardiff office. He also manages the investments of clients across Wales, advising private individuals and trusts on their portfolio and investment strategies.
Geraint works closely with the Financial Planning team and focuses on key family issues such as inter-generational wealth transfers. He also leads the office’s Business Owner/Entrepreneur service, helping business owners achieve their financial goals through all stages of growth.
Geraint is the only authorised Welsh speaking investment manager working in Wales and is proud of the bonds he has creates with his clients and the accredited service they receive. He began his career in financial services in 2007 at WH Ireland where he worked as an investment manager. He is a Chartered Member of the Chartered Institute for Securities & Investment and holds a Masters in Wealth Management.