“Helping people is at the core of what we do, and my goal is for my clients to look back knowing they lived the life they wanted with no regrets.”
- Locations
- Bath
George is a Financial Planner out of our Bath office, dealing predominantly with entrepreneurial clients, helping them to have a more goal focussed approach and thus giving them the freedom to live the life they want. He also helps Senior Financial Planners within the team on complex clients they may require support with.
After graduating from the University of Essex with a degree in Accounting and Finance, George started his career in financial services by progressing through roles at various regional and national firms. It was during this time that he forged a name for himself within the industry as a talent of the future before being recruited by RBC Brewin Dolphin.
George’s goal is to help people and, as part of his membership with the Personal Finance Society, he is an ‘Education Champion’ which is designed to empower young people with the skills needed to make good financial decisions at a young age.