0117 295 0022
Based in Bristol
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: April, 2024
4.8 out of 5
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FCA Status: Pending
Checks for George and/or the firm they work for (or are appointed representatives of) are currently pendingThis check is pending
Checks for George and/or the firm they work for (or are appointed representatives of) are currently pending
33
Recent Client Reviews
George has received 33 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
George has received 33 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.Last checked: 23 December 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
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About
I help my clients to feel positive about and have a clear view of their future through building a thorough financial plan tailored to their needs and life goals. This centres around a lifetime cashflow model and also involves me utilising my experience and expertise to advise them how best to maximise tax efficiencies and the regulations surrounding the numerous types of pensions and investments. I specialise in providing advice around wealth management and wealth creation to private individuals, professionals, company directors and trustees. I have over 23 years of experience within financial services and my knowledge and understanding of the most effective strategies to use allows my clients to make informed decisions, puts them in control of their finances and on the path to a secure and enriching financial future. All our lives are increasingly busy and I am a firm believer in finding a positive balance across work and home life. For me that means spending time with my ever more active toddler, being an avid cricket fan, reading, running as part of my local club and more recently enjoying getting to grips with the rules of American Football.
