Geoff Penrice
Geoff lives in London and is married with two children, one grandson and a dog.
Geoff has a Degree in Physics and Postgraduate Diploma in Business Studies.
He is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
Geoff has been helping clients with their Financial Planning for 20 years. He is a regular presenter at retirement seminars and prides himself in making complex solutions easy to understand.
Geoff has an Alsatian which he loves to walk on Hampstead Heath. He is a regular at his local gym in the City and is a keen skier.
He also enjoys the cinema; theatre and opera; and is a 'friend' of the Royal Opera House; Covent Garden.
He is a lover of good pubs and is a member of CAMRA; the Campaign for Real ale.
Steve Williams
Steve is instrumental in determining the asset allocation models and creating and reviewing the investment portfolios.
Together Geoff and Steve run the 'investment committee' to review the investment portfolios on a quarterly basis.
Steve is an expert in the field of portfolio construction and also runs his own successful capital strategy business.
Val Chubb
Val is Geoff's P.A. She has a wealth of experience and has worked in financial services for many years.
In her spare time Val likes to socialise with friends and enjoys travel.
Sian Ovel
Sian is our Para-planner with over 18 years of experience working with Independent Financial Advisers. She does the hard work of research and report writing.
Sian is married with 2 children and lives in Southend on Sea, in her spare time she enjoys horse riding and watching live bands
Grace
Grace is married to Geoff and does his secretarial and administrative work and generally keeps Geoff in order.
For many years Grace worked as a legal secretary in a variety of solicitors offices in North London.
Mocca
Mocca is in charge of security and morale.
Geoff Penrice Chartered Financial Planner
Astute Financial Management UK Ltd
4th Floor Peek House
20 Eastcheap
London, EC4N 5AT
Tel: 020 3301 1250
Email: advice@geoffpenrice.com
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