Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

For Canada and Australia select:
Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the "Accept" button, you agree to abide by the terms and conditions listed below.

Skip to main content

Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

Menu
UK

Geoff Tresman

Photo of Geoff Tresman

Private Clients Principal

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

Contact:

View Geoff Tresman's profile on LinkedIn

Need more help?

Whatever your needs, we can help by putting you in contact with the best expert to suit you.

Let us contact you

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.