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Geoff Tresman

Photo of Geoff Tresman

Principal and Director

Geoff has cultivated a 35 year career in financial services, serving many clients whom he still advises regularly today. The financial planning firm that Geoff founded and ran for 12 years was acquired by Punter Southall Group in 2002; he then joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth. Geoff was an elected Borough Councillor for eight years but despite these responsibilities, he still dedicated 80% of his time to advising private clients. 

Location: Guildford


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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.