Georgia Bulbrook

Chartered Financial Planner & Senior Manager

0330 320 9280 georgia.bulbrook@cravenstreetwealth.com

Professionally

Georgia is a fully qualified, highly experienced Chartered Financial Planner and has been in financial services for over 12 years. Georgia is genuinely enthusiastic and dedicated to her role as a financial planner. Georgia cares for her clients and sees her role as a privilege to support clients and their families, helping them to understand the different financial options available, which could enable early retirement and more time to be spent with their families.

Georgia has excellent reporting, record keeping and relationship building abilities together with maintaining existing client relationships and is committed to providing a valued service to her clients.

Specialisms

Client care

Protection

Investments

Retirement planning

Estate and legacy planning

qualifications

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

Three words people would describe me as are:

Positive, approachable and willing to go the extra mile.

My proudest moment is:

Giving birth to my daughter Isla who makes me proud every day.

A personal goal I wish to achieve is:

To obtain the highest level of qualification possible in the profession of achieving Fellowship status, I am only 2 exams away from this.

Written by Georgia

My journey to becoming a Chartered Financial Planner

08 Mar 2023

When asked how long I have been in the financial services industry,…

By Georgia Bulbrook

0330 320 9280 info@cravenstreetwealth.com

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OX2 0JJ

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Registered office: 3 Gough Square, 3rd Floor, London, United Kingdom, EC4A 3DE

0330 320 9280 info@cravenstreetwealth.com Registered Office Address:
Craven Street Wealth
3rd Floor
3 Gough Square
London
EC4A 3DE