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Geoff Croden

Chartered Financial Planner (CII) FPFS in London

A little bit about Geoff

With over 26 years of experience guiding clients through the complexities of financial planning, I bring clarity, confidence, and a deeply personal touch to wealth management. Based in South East London, I’m a Fellow of the Personal Finance Society and a Chartered Financial Planner—credentials that reflect my commitment to excellence and integrity in the financial services industry.

Find out more about me below.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

Services

Business Services & Protection

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

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.

Qualifications

Chartered Financial Planner

  • 'Chartered' is the most respected indicator of professionalism. Attaining Chartered status is challenging and takes commitment. Not only does the adviser complete the Advanced Diploma course, 5 years of industry experience is also required before the status can be awarded.

Certificate in Equity Release

  • The Certificate in Equity Release is a specialised and highly regarded qualification within the financial services industry. Designed to equip professionals with the knowledge and skills needed to provide expert guidance on equity release products, this certification programme plays a pivotal role in ensuring that individuals can make informed decisions about releasing equity from their homes.

Level 6 Award in Regulated Pension Transfer Advice

  • The CII Level 6 Award in Regulated Pension Transfer Advice develops the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government’s pension reforms.

Award in Long Term Care Insurance

  • Develops knowledge and understanding of long term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

Location

Geoff's location

London and the South East
United Kingdom

Geoff is located in London and the South East, and offers expert financial advice to suit your needs.

More about me

I specialise in investments, pensions, estate planning and underpinning customer's needs and objectives with appropriate protection, with a particular focus on inheritance tax mitigation and pension advice. My career spans leading institutions including HSBC, Abbey National, and Bristol & West, as well as boutique firms like A J Gallagher, Citrus Financial and Shackleton Consultants, and I continue to serve a loyal portfolio of clients across London, Kent and Surrey.

What sets me apart is my ability to make financial advice simple and actionable. I believe the best plans start with understanding what truly matters to each client—then building a flexible, goal-driven strategy that evolves with life’s changes.

Whether meeting face-to-face or remotely, my approach is always personal, professional, and proactive.

Outside of work, I’m a proud husband, father, and grandfather. I enjoy theatre, live music, and cheering on rugby union at Twickenham and Murrayfield (my wife’s Scottish roots make the latter a family favourite).

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 Financial Services Ltd & Quilter Financial Ltd on 12 June 2024.