Managing your Finances

Geoff Coulson

Geoffrey Coulson is the Head of the Financial Planning team. He established and set-up the in-house Financial Advice Department in 1992 and have operated as a successful support department to the other departments within the business.

Geoff’s personal areas of expertise are all areas of personal financial planning which are centered more latterly on investment of capital, Retirement planning , Inheritance Tax Planning and Trust investment.

Past experience Geoff has 36 years experience in financial advice, 23 of these years in direct sales reaching the position of District Manager within a large direct sales organisation and 13 of these years as an Independent Financial Adviser all spent with BH&P.