Geoff (Chartered Financial Planner) and Denise Gaunt have over forty years
experience between them in the financial services arena, ranging from
management, training and advising. They started Quest Financial Planning
in 2005, but the idea for the concept began as far back as 1999. They
both felt that for too long clients were not in control of their financial
decisions because many of these decisions originated from product commission
driven impulses rather than clients' own genuine financial needs. After
many long hours of discussion Geoff and Denise established an operating
model which is designed to put the client back in charge of their own
financial decisions.
Geoff is a Fellow of the Personal Finance Society (FPFS), a qualification
which is held by only a handful of people in the UK and Denise is an Associate
of the same society (AFPS). Both qualifications involve the successful
completion of degree level examinations on all aspects of personal and
business financial planning. They have both attained a BA (Hons) Financial
Services.
These qualifications are well in excess of the minimum to practice as
an adviser and is further evidence of Geoff and Denise's commitment to
excellence in all that they do. However, the world in which we live is
constantly changing, so complacency is not an option for them. They both
follow a strict regime of continuing professional development to ensure
they stay at the top of their profession.
Both Geoff and Denise would like to have some involvement in changing
the financial services industry to that of a profession. The creation
of Quest is a first step in this ambition.
 Geoff
is one of only about six hundred people in the UK to have been awarded
the Chartered Financial Planner title. This title is
awarded to those financial planners who have demonstrated technical knowledge
and its
application to degree level by examination. Furthermore, the title holders
must follow a rigorous professional development plan to maintain competence.
With a Chartered Financial Planner you are assured of appropriate advice
regarding your financial affairs.
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