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Profiles Jeffreys Henry Financial Services

Senior Team | Financial Advisers | Managers

Senior Team

Geoff Hartnell - Director Vintage Financial

Geoff Hartnell - Director

ghartnell@jeffreyshenryfinancial.co.uk
   

Geoff has spent over 30 years in Financial Services, focusing in particular on employee benefits and investment markets. He is an experienced corporate adviser and has several clients with pay rolls in excess of 1000 staff.  Geoff’s extensive knowledge of the industry, in addition to his exceptional communication skills have been fundamental in cementing long term relationships with his clients.

 

Robert Stein - Director Vintage Financial

Robert Stein - Director

rstein@jeffreyshenryfinancial.co.uk
   

Robert entered the Financial Services profession in 1980. He was previously a director of a successful IFA firm before joining forces with Geoff Hartnell to form Vintage Financial. He was instrumental in setting up Vintage Asset Management and has developed key professional connections over the years. Qualified in advanced pension planning, he has a broad knowledge of both personal and corporate pensions. Robert’s technical expertise and work ethic enables him to advise both individual clients and corporations equally well.

 

Bernard Cunningham - Director of Sales Vintage Financial

Bernard Cunningham - Director of Operations

bcunningham@jeffreyshenryfinancial.co.uk

Bernard has over 25 years’ experience in Financial Services. He has worked for some of the largest companies in our profession including Prudential, AXA, and Scottish Widows.  Having operated at senior management/director level for the last 10 years, he brings a wealth of experience to our management team. In addition to his industry recognised qualifications, he is also a Certified Change Management Practitioner and a Prince2 Practitioner in Project Management.

At Jeffreys Henry Financial Services he is responsible for the further recruitment and management of our advisory team, increasing business flow as well as managing the requirements of our joint venture companies.

 

 

 

Contact Us

Jeffreys Henry Financial Services
Finsgate
5-7 Cranwood Street
London
EC1V 9EE

Tel: 020 7371 5244
Fax: 020 8371 3112
E: info@jeffreyshenryfinancial.co.uk

 

Jeffreys Henry Financial Services Limited is an appointed representative of Vintage Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. Number 593380.  Incorporated in England and Wales.  Company number 03824520.  Registered Office: 5-7 Cranwood Street, London, EC1V 9EE. Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

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Contact

Tel: 020 7371 5244
Fax: 020 8371 3112
E: info@jeffreyshenryfinancial.co.uk