Georgia Bulbrook

Chartered Financial Planner


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.




  • 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)


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

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    Canterbury & Central Postal Address:
    Graylaw House
    20 - 22 Watling Street
    CT1 2UA
    Horsham Address:
    Springfield House
    Springfield Road
    West Sussex
    RH12 2RG
    London & Registered Office Address:
    3 Gough Square
    EC4A 3DE

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