Financial Planner

Geoff Goodwin

Geoff Goodwin

A familiar friendly face to many in the Conwy area of North Wales, Geoff has worked as a leading bank financial adviser for over twenty years. A trusted and experienced financial planner providing continuity for clients who prefer ‘face to face’ advice.

Away from the office

Married to Alison, he spends much of his free time with his family (children and grandchild.) When time allows he loves to be out and about on his Triumph motorcycle especially when the sun shines. A keen fan of Rock Music he loves to see live acts when they tour. On a quieter note he loves watching sport on TV and out walking the hills and coastline of North Wales and beyond.

The official bit

All financial advisers must be registered with the Financial Conduct Authority (FCA).

You can view Geoff’s entry on the FCA Register by clicking here.

Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.


Helping people
Everything to do with Motorcycles
Red wine
Real ale
Ribeye steak
70s Rock


Daytime TV
Traffic Jams
Graham Norton
Grinning idiots!
Image over substance

What do our clients say?

  • We have been clients…for many years and find them very pleasant, professional and efficient to deal with and very helpful when advice is needed. Without reservation I have recommended other people to talk [to them] about their financial planning requirements.

    David Knights - Flintshire

  • We have been clients for many years and have always had professional and helpful advice from them. Stephen, Gaynor and the staff are friends as well as advisers and we would not hesitate to recommend them to others wanting financial advice.

    Raymond King - Deeside

  • As new clients they quickly understood our circumstances and gave us several easy to understand options to consider. Great to work with, both friendly & professional.

    Mike Day - Wirral

  • I have been a client for many years and regard Stephen Lyth as a friend. My wife and I have always been treated with the greatest respect with honest and reliable advice and know that our financial and legal affairs are in good hands and have no hesitation in making our recommendations.

    Thomas Chesterson - Cheshire

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