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Nick Geere Financial planning
Managing Partner

Nick Geere

Financial planning

Areas of expertise

Nick specialises in:

Retirement planning, including advice as a Pension Transfer Specialist
Estate planning and inheritance tax mitigation
Serious injury settlements and Court of Protection matters


In excess of 20 years professional experience, including 12 with the Evelyn Partners (formerly Smith and Williamson) group

Notable client work and achievements

Demonstrated through long-term cashflow planning that a client was now able to consider imminent retirement, advising on a wide variety of pension schemes, partially consolidating these to better meet their future requirements
Developed a wide-ranging estate planning strategy for a client involving a combination of one-off and regular gifting, various trust arrangements and the use of Business Relief exemptions to mitigate their potential inheritance tax liability
Advised client in receipt of large settlement as a result of a catastrophic injury and recommended a number of investment structures to best meet the future shape of their long-term and complex needs. This was backed-up by detailed cashflow modelling demonstrating the impact of their changing pattern of expenditure

Professional qualifications and memberships

Chartered Financial Planner
Fellow of the Personal Finance Society
Pension Transfer Specialist

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