Georgia Bulbrook

Chartered Financial Planner

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

London regional office & Registered company address:
Craven Street Wealth
3 Gough Square
London
EC4A 3DE Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA Sussex regional office:
Craven Street Wealth
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
OX2 0JJ

Contact us

Get in touch today to discover how we may be able to assist you.

© Copyright Craven Street Wealth Limited 2024. All rights reserved. All content is for general information only and does not constitute investment, tax, legal or other forms of advice. You should not rely on this information to make, or refrain from making any decisions. Craven Street Wealth is the trading name of Craven Street Financial Planning Limited.

Craven Street Financial Planning Limited (FCA No 135202) is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No: 03852054

Craven Street Wealth Limited is a registered limited company in England and Wales No: 13077997

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