Get to know George
George is a Chartered Financial Planner who works with families and professional individuals to help create clear and thorough financial plans tailored to their unique goals in life.
He has more than 20 years of experience in financial services, is a Fellow of the Personal Finance Society, and holds both the PFS Advanced Diploma in Financial Planning and the STEP Diploma in Trusts and Estates.
George’s work centres around creating lifetime models of assets and income, alongside providing advice on how to maximise tax allowances and navigate the regulations surrounding UK investments and pensions. His expertise in both building and managing wealth helps clients make informed decisions, feel in control of their finances, and work towards a secure and rewarding future.
Outside of work, George coaches rugby and, when not acting as a taxi service for his increasingly active son, keeps fit by playing cricket and running.
The Financial Conduct Authority does not regulate tax planning, Inheritance Tax and estate planning advice, or advice on trusts.
In the spotlight
Hawksmoor
Member of Personal Finance Society
Chartered Financial Planner
Qualifications