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
- Retirement planning
- Estate and legacy planning
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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