0330 038 8942
Based in Derby
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
George is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed George's status
Last checked: 09 April 2025
George is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed George's status
1
Recent Client Reviews
George has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
George has received 1 client review 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: 27 August 2024
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
Qualifications Uploaded
George has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
George has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
George has not yet added their fees to their profile
Fees not yet added
George has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
George is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed George's status
Last checked: 09 April 2025
George is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed George's status
1
Recent Client Reviews
George has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
George has received 1 client review 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: 27 August 2024
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
Qualifications Uploaded
George has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
George has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
George has not yet added their fees to their profile
Fees not yet added
George has not yet added their fees to their profile
I have worked in financial services since 2017, gaining valuable experience as a Paraplanner while completing my Diploma in Financial Planning before then progressing to providing advice on investments, pensions, protection and estate planning, which I have been doing for several years now. My motivation is to provide an all-round approach to my clients financial planning needs, helping them achieve their goals and objectives while building a long lasting and trusted relationship. What’s more, I will always make sure my advice to you is set-out in a way which is clear and easy to understand, with none of the usual jargon you might expect. Outside of work, I like to spend time with my family, with football being a key component of our family life, supporting my son and Derby County. I’m a keen gardener and love to travel and experience the different cultures and sceneries the world has to offer.
Offers available through VouchedFor
Contact George through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About George's clients
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