Lijo George

Having worked in the financial services industry for over 13 years, I have developed expertise in mortgage advice, pension planning, protection planning, and savings and investments advice. My analytical skills and client-focused approach have consistently earned me recognition and trust from my clients. I call myself the financial strategist because I craft personalized strategies that align with each client’s unique financial goals and needs. This dedication has led to my being awarded Top Rated Adviser status by VouchedFor from 2021 to 2024, based on excellent client reviews. I am also known as a great motivator for many of my clients and colleagues, inspiring them to achieve their financial and professional goals. Outside the office, I enjoy traveling across the UK to address Indian community events and provide financial planning awareness sessions. Additionally, you’ll often find me watching football on TV, passionately supporting my favorite teams. I also love immersing myself in different cultures and savoring diverse cuisines. I hold a Master's degree in Finance and Strategic Management from XLRI Jamshedpur, one of India's top business schools. Additionally, I am an associate member of The Chartered Institute for Securities & Investments (CISI) and am pursuing the CFP qualification. I am also a Certified Mortgage Adviser (CMA) and Certified Protection Adviser (CertPro) by The London Institute of Banking & Finance. Feel free to reach out for a consultation – I’m here to help you navigate your financial journey with expertise and personalized care. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with everything from buying your first property, to remortgaging, or funding investment in property. Warning: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.