Director and Financial Planner

Having built up 33 years’ experience in the industry, Geoff has worked for some of the UK’s most prolific financial organisations, including Clerical Medical, Bradford and Bingley and Scottish Widows. With his knowledge of financial services combined with a passion for personal and business growth, Geoff prides himself on the delivery of a cutting edge and ambitious service through which his clients receive maximum benefits.

Geoff enjoys working with clients of all ages and backgrounds and his personable approach, vast experience in financial planning and an informed knowledge of behavioural finance equips him with the tools to help individuals achieve their financial goals. He specialises in pre and post-retirement planning advice and investments.

Outside of work Geoff lives with wife, Melanie. He loves to entertain friends and family and enjoys walking and gardening. In 2022, Geoff and his wife climbed to Everest Base Camp, which was an amazing achievement.

Director and Financial Planner

With 43 years of experience in the industry, Jeff is the senior advisor and most experienced founder director. Having worked for some of the UK’s most recognised financial organisations, such as Halifax, Scottish Mutual Assurance & Abbey National, his knowledge of both the traditional and modern day industry has enabled him to become an authority on financial matters and as such, he is ideally placed to provide advice and direction in the most complex of scenarios.

Jeff’s unique approach to business compounds straightforward and proficient guidance with a specialist knowledge and technical expertise of pensions. His confident and likeable manner ensures that his clients are provided with a solid financial planning service as well as an all-encompassing approach to future financial success and security. He has been a Financial Planner since the year 2000.

Jeff has a specialist qualification in Taxation and Trusts and is working towards becoming a Chartered Financial Planner. He loves to spend time with clients and is proficient in re-educating and advising them about the benefits and implications of their decisions regarding pensions.

Jeff has two children and is married to Donna. He is a keen walker with a passion for the Lake District.

Director and Financial Planner

Gary has amassed more than twenty years’ experience in the financial services industry and as the youngest of the founder directors, his passion for new approaches, methods and technologies helps to maintain Stonewater’s cutting edge position in the market.

His up to date approach engages a varied clientele and he is especially well positioned to provide financial and lifestyle planning that caters for clients and their ever changing requirements. He is actively involved in retirement planning and investment advice for individuals and also provides pension and life assurance advice for businesses.

Gary graduated from Liverpool John Moores University in 1996 with an honours degree in Politics and he also holds the Diploma in Financial Planning.

Outside of work, he is married to Sarah and the couple have two children, Evie and Harry. He is a keen cyclist and is passionate about travelling and seeing the world.

Office Manager

Lesley joined Stonewater Wealth Management in January 2009.

She has over 25 years’ experience within the financial services industry and also holds the Diploma in Business Administration.

Her main duties include liaising with advisers, clients and insurance companies, preparation of research, client portfolio valuations and reports, obtaining illustrations and processing new business along with office administration duties.

Lesley lives locally with her husband Ian and has a daughter Sam who lives close by with her family.  In her spare time Lesley enjoys going to the gym, concerts and football matches. She also enjoys spending as much time as possible with family and friends.

Client Liaison Manager

Jenny joined Stonewater Wealth Management in July 2010.

After gaining an HND is Business and Finance, Jenny has gained 27 years’ experience within the financial services industry and has worked for several insurance companies and Independent Financial Advisers.

Her main duties include, liaising with advisers and insurance companies, preparing client portfolio valuations, client reports, obtaining illustrations and processing new business applications.

Jenny lives in Southport with her partner Danny and her 2 daughters, Alicia, and Annabelle.  In her spare time she enjoys walking, reading and spending as much time as possible with family and friends.

Accounts Manager

Allison joined Stonewater Wealth Management in September 2009 and she is responsible for the accounts and fee income reconciliation of the business.  She previously ran a family business for many years, based in Kirkby.

In her spare time Allison enjoys cake making and decorating and anything equestrian. She also loves to look after her granddaughter, Eve.