Geoff Buckland

About Geoff

Geoff is a Chartered Financial Planner based in Harpenden, Hertfordshire, specialising in pensions, investments, and estate planning.

With over 30 years of experience advising successful individuals, Geoff has developed an exceptional ability to help clients define their financial goals and understand even the most complex planning strategies. His calm, clear approach gives clients the confidence they need to make informed decisions and take meaningful action.

“Over the years, I’ve learned that the most important outcome for a client is simple: to feel secure, enjoy life, and never run out of money.”

Geoff believes that great financial planning starts with listening...

By understanding each client’s values, needs, and long‑term objectives, he builds a personalised Financial Life Plan that evolves over time.

“The key to creating the perfect Financial Life Plan is to truly understand each client—then revisit and refine those goals regularly.”

What We Offer

We provide a comprehensive, client‑focused financial planning service designed to improve your financial wellbeing and long‑term security.

Our Services Include:

A free one‑hour initial consultation with no obligation.

Professional, independent financial advice with a transparent and fair fee structure.

Full appraisal of your existing policies, plans, and mortgages.

Risk assessment, ensuring your investments are appropriately diversified and aligned with your goals, expectations, and ethical preferences.

A wide choice of investment solutions, from low‑cost passive trackers and multi‑asset managed portfolios to bespoke discretionary fund management.

A personalised Financial Life Plan, written in clear, jargon‑free language and tailored to your unique objectives.

Regular annual reviews to update you on your financial progress and reflect changes in your circumstances.

Support in developing your own financial understanding, empowering you to make confident decisions.

Withdrawal strategy planning, helping you determine a sustainable income level while making full use of tax allowances and thresholds.

Access to a specialist team, including financial planners, discretionary fund managers, mortgage and protection advisers, and tax and legal experts.

Estate planning, ensuring your wealth passes efficiently and tax‑effectively to the people you care about.

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