0330 038 8940
Based in Winchester
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FCA Regulated
Georgina and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 February 2026
Georgina and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Georgina has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Georgina has received 2 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: 11 February 2026
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.
8
Qualifications Uploaded
Georgina has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Georgina has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Georgina has not yet added their fees to their profile
Fees not yet added
Georgina has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Georgina (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Georgina
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Georgina (based on 9 first impressions)
Are you concerned about your investments, inheritance, protecting your wealth for your future and that of your children? Generally my clients are considering their longer term financial position and how their pensions and savings can be used to secure their future whilst protecting these for future generations. Financial Planning can be both complex and incredibly personal. As such I strive to offer that personal touch with the professionalism of appropriate advice. I aim to establish a long term relationship with all my clients, addressing immediate needs and also the long term objectives. My specialism is tax efficient investment planning. This may range from ISAs to more complex inheritance tax mitigation. Working on a fee basis for both initial and on going advice ensures holistic and independent financial planning. I started my career in financial services in 2001 and am a Fellow of the Personal Finance Society, Chartered Financial Planner and STEP affiliate.