about us our wealth planners geraldine halpin
Certified Financial Planner (CII)
Pension planning (AF3)
Financial Planning Process (AF5)
Geraldine has worked in the financial services industry for 18 years, 6 of these have been with Succession. She enjoys spending time with her clients and finding out about them personally and what makes them happy. This enables her to understand what they want and build a bespoke plan to assist them with their current and long term financial plans.
"Avid music lover, walking and spending time with my daughter Aideen, family and friends. Being Irish I also enjoy the 'craic' as they say!"
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.