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Our advisers are recruited and carefully selected by our highly experienced management team.
We complete thorough due diligence on the advisers to ensure that we only work with the best advisers and to ensure they will act professionally in accordance with our exacting standards; all are fully qualified (level 4 diploma) and a number hold the highest standard of qualification, which is chartered.
George is a Chartered Financial Planner and Retirement Planning Specialist. He strongly believes that there are few things as important as improving the lives of you and your family and he is dedicated to working with you to achieve that.
He strongly believes in the importance of putting your values at the heart of everything we do to build and maintain the life you want. He will help work with you to fill the gap between 'information' and 'application' so you reach your goals, acts as a trusted advisor and your personal finance coach. He has a wealth of experience across pensions, investments, protection and tax planning and helps answer the big questions such as:
- When can I afford to retire?
- How much is enough?
- Will my family be ok if something happens to me?
- Can I afford to gift money to my children?
- Can I save money in taxes?
In addition to his professional work, one of his main passions is improving financial education. To help address this, he volunteers as Financial Education Champion delivering sessions in schools through the Personal Finance Society and runs an education site and channel called Principles Personal Finance. This work was shortlisted as ‘Best Education Initiative 2021’ at the Next Gen Planners Awards and has led him to feature on some of the largest money podcasts in the UK and national newspapers.
When he is not working, he can be found spending time with his fiance, trying to convince her to get a dog and enjoying trying to keep fit at the gym.
George offers the following areas of advice:
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