George is a Financial Planner in the Newcastle office where he advises a wide variety of clients. This includes helping with lifestyle financial planning, wealth management, retirement planning, inheritance tax planning and trusts. He has expertise in advising retirees.
His work often revolves around major family life events which need some careful planning, such as retirement, changing job, getting an inheritance, wanting to make a gift and death. As such he has close relationships with the Newcastle office’s Investment Management team. George is a Chartered Financial Planner, a Fellow of the Personal Finance Society and a Member of the Chartered Insurance Institute.
He began his financial services career as a Trainee Financial Manager at the Woolwich Building Society in 1986, moving up to Branch Manager. He has also worked for Scottish Widows, HSBC as Private Client Manager and MHA Tait Walker as a Senior Pension Consultant. He joined RBC Brewin Dolphin in 2010 and is proud of helping grow the Financial Planning team in Newcastle.