0330 038 8940
Based in Winchester
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FCA Regulated
Last checked: 21 February 2025
Georgina and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Verified reviews: 100%
Georgina has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 12 June 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.
8
Qualifications Uploaded
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
Fees not yet added
Georgina has not yet added their fees to their profile
8
Positive 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 8 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 21 February 2025
Georgina and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Verified reviews: 100%
Georgina has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 12 June 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.
8
Qualifications Uploaded
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
Fees not yet added
Georgina has not yet added their fees to their profile
8
Positive 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 8 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.
Offers available through VouchedFor
Contact Georgina 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 Georgina's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Adviser Disclaimer
All fees will be discussed and agreed in advance and before any work is conducted. I am unable to quote a specific fee until a meeting has been conducted. Georgina Wright is an adviser with Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority. The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances