Geraldine Halpin

Wealth Planner

Geraldine has been working in the financial services industry for 14 years and has been a qualified Financial Adviser for the past 7 years.

She thoroughly enjoys meeting her clients on a regular basis and helping them achieve their financial and lifestyle objectives. She has exceptional attention to detail when dealing with all aspect of client’s finances.

Her clients say that she makes the financial advice process clear and less stressful and she adopts this approach consistently.

She is a fully qualified pension specialist and can advise clients on their long-term care need.

Geraldine is an active gym goer, has an active social life and loves going to gigs and spending time with her friends and family.

Geraldine holds the DIP PFS, AF3 and CF8 qualifications.

01932 340 710

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