Georgia Bulbrook
Chartered Financial Planner & Senior Manager
Professionally
Georgia is a fully qualified, highly experienced Chartered Financial Planner with over 12 years in financial services. Based in Canterbury, she is genuinely enthusiastic and dedicated to her role, caring deeply for her clients and viewing it as a privilege to support them and their families. She helps clients understand their financial options, enabling goals such as early retirement and more quality time with their loved ones.
Similar to her colleagues, Georgia has excellent reporting, record keeping, and relationship-building skills, maintaining strong existing client relationships while delivering valued financial advice from our Canterbury office.
- Client care
- Protection
- Investments
- Retirement planning
- Estate and legacy planning
- Fellow of the Personal Finance Society (FPFS)
- Advanced Diploma in Financial Planning
- Award in Pensions Update
- Award in Financial Administration (Pensions)
- Certificate in Life & Pensions
- RQF Level 3 Award in Long Term Care Insurance
- European Financial Adviser Certification (EFA)
Personally
Family values serve as the core of what is extremely important to Georgia and outside of work she values time spent with her family. Georgia also enjoys swimming and goes 2-3 times a week.
Georgia in the spotlight
Written by Georgia
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Registered office: Lawrence House, Summer Hill, Harbledown, Canterbury, Kent, CT2 8GT
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