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Geannine Williams

Financial Planner DipPFS, CeMAP® in South Shields

A little bit about Geannine

With many years of experience in financial services, I’m a Diploma qualified Financial Adviser based in South Shields. I deliver holistic advice across pensions, investments, protection, and estate planning - designed to bring clarity and confidence to every decision. My approach is structured, professional, and client-centred. I believe in building long-term relationships founded on trust, transparency, and care. Together, we’ll create a financial plan that supports your goals today and secures your future for tomorrow.

Find out more about me below.

Start the conversation

Whether you want to think about a gifting plan to help your family, or want to ask me about something else, I’m happy to help.
Contact me today

An adviser’s insight

Gifts that give back

Graphic of people exchanging gifts

December is often seen as the gifting season. But alongside the usual socks and chocolate gold coins, it might be worth planning a slightly bigger, longer-term present for your loved ones this year.

Inheritance tax (IHT) is notoriously complicated and can hit people with a big bill if it isn’t managed properly. It isn’t reserved for the very wealthy either. Dealing with IHT is a reality that many more families face after a loved one has passed - in what is usually an extremely vulnerable moment.

This is where using your gifting allowances can make a real impact on those around you. It’s a great way to share your wealth with the people you love while limiting their exposure to IHT. It does take a little bit of extra planning though.

Sitting down with an adviser like me can help you figure out where you want your money to go, and when. For instance, it might be more helpful to gift a family member a contribution towards their first home now, rather than leaving them a legacy.

Whatever you decide is best, we’ll find the most tax efficient way to do it.

Get in touch to find out more.

*Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

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Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Certificate in Mortgage Advice

  • The Certificate in Mortgage Advice (Level 3) meets the FCA standards for mortgage advisers. It develops an understanding of the sector and the mortgage process, and enables advisers to meet individual client needs.

Location

Geannine's location

South Shields
Tyne and Wear
United Kingdom

Geannine is based in South Shields and offers expert financial advice to suit your needs.

More about me

With a strong career in financial services and a Diploma in Financial Advice, I’ve built my practice around helping people gain clarity and confidence with their money. What drives me isn’t just the technical side of finance, but the real impact it can have on everyday lives - whether that’s giving a family peace of mind, supporting someone’s retirement goals, or helping clients protect what matters most.

My approach is holistic. I don’t believe in one-size-fits-all advice. I take the time to understand your goals, challenges, and values so that the plans we build together truly reflect your life. My areas of expertise include pensions, investments, protection, and estate planning, ensuring that no matter where you are in your financial journey, you have a strategy designed for both today and the future.

Outside of work, I enjoy coastal walks, exploring new places, and reading about personal development. These interests keep me grounded and reflect the same themes of balance, growth, and long-term perspective that guide my advice. Financial planning can feel overwhelming, especially in a world full of jargon and conflicting information. That’s why my commitment is simple: to provide clear, structured, and professional advice that empowers you to make informed choices with confidence. I believe in building lasting relationships built on trust, transparency, and care - the same principles I’d want for my own family.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.