The Team:- IFA Hampshire/ IFA Warwickshire

Look below if you want to find out a little more about the individuals within our firm.

Advisers

Dan Cawthorne APFS, BSc (Hons)

Dan is a co founder of G & C Financial Services after a successful career in banking..

Dan went to University in Southampton  and then entered the management training programme at Alliance & Leicester's corporate bank. In 2000 Dan  worked for a private bank in the City of London working as a relationship manager.

Dan holds the sought after G60 Pensions qualification and is a Chartered Financial Planner having attained the Advanced Financial Planning papers in Investments,  Taxation and Financial Planning.
 

Tim Geoghegan BA (Hons) FPFS, MP (ER)

Tim started G & C Financial Services in 2003 and enjoys working with clients to develop plans that lead to a better financial future.

Before working at G &C, Tim had a background in private banking and was formerly Head of Corporate Sales at both Cater Allen Private Bank and Fleming Premier Banking. Tim has a degree in Business Economics and for a time managed the currency book of a large UK based commercial bank.

Tim is a Chartered Financial Planner having passed the Advanced Financial Planning exams for Investments , Personal Taxation, Pensions and Financial Planning. Tim is also a Fellow of the Personal Finance Society. Tim also holds specialist qualification's in equity release and planning for long term care.


Support Staff

Annemarie Cooke BA (Hons)(Practice Manager )

Annemarie works as the Practice  Manager and is responsible for the management and administration of the back office function of the business, and dealing with all the day to day client reporting and monitoring.  Annemarie has a BA Hons degree in Business Studies.

George Rolls (Analyst & Report Writer)

George gained a First studying for a BSc Mathematics degree at the University of Exeter. He is waiting to start a Masters Degree at Southampton University in Space & Civil Engineering. Out of term time, George provides administration support to our  team and helps to write reports and works on the analysis of our investments.. 

The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
G & C Financial Services Limited is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk. Details can be found at https://register.fca.org.uk/ under reference number 226960. G & C Financial Services Limited is registered in England, no. 04710291.