Wealth Management

Geoff Coulson

Geoffrey Arthur Coulson is the Head of the Financial Planning Department based in the Belmont office in Durham. 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. The team have now progressed to operating from two sites and have three Advisers and three Support Staff.

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.