0330 038 8942
Based in Dronfield
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Georgia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Georgia's status
Last checked: 30 June 2025
Georgia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Georgia's status
8
Recent Client Reviews
Georgia has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Georgia has received 8 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: 30 May 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
Qualifications Uploaded
Georgia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Georgia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Georgia has not yet added their fees to their profile
Fees not yet added
Georgia has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Georgia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Georgia's status
Last checked: 30 June 2025
Georgia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Georgia's status
8
Recent Client Reviews
Georgia has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Georgia has received 8 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: 30 May 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
Qualifications Uploaded
Georgia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Georgia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Georgia has not yet added their fees to their profile
Fees not yet added
Georgia has not yet added their fees to their profile
I’ve worked in financial services for several years now, although it feels like I’ve been doing this forever - in a good way. I love what I do, and I can’t imagine doing anything else. Financial planning involves a lot of number crunching, analysis, and reporting, but at its core, it’s about helping you achieve financial independence and the confidence to enjoy your life's savings or support those you care about. Whether it’s planning for retirement, making the most of a business exit, or simply understanding how much is “enough", I help clients take control of their future. I specialise in working with people in the retirement transition stage (typically aged 45 to 65) including company directors, professionals, and couples. These are often people who’ve spent decades working hard and saving well, but are now wondering - am I there yet? What happens next? And how the hell do I do it? I also work with clients who have recently retired and feel unsure about how to manage their money, what’s sustainable to spend, or how to make the most of their hard earned savings. Using cashflow modelling software, I build clear and personalised financial plans that show clients what’s possible, helping them to make informed and confident decisions. The goal is always financial independence and peace of mind. If you’re approaching retirement, or are already there, and want to feel more confident about your financial future, please connect and get in touch with me.
Offers available through VouchedFor
Contact Georgia 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 Georgia's clients
Based on responses provided by clients who have reviewed this adviser
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