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Geoff Tresman

Wealth Planning Director

Wealth Planning

Guildford

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 Wealth 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. 

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