Georgina Wright

What were the circumstances that caused you to initially look for an adviser?

I inherited a lump sum and wanted to make sure I was investing it in a way that aligned with my futures goals and plans.

How has Georgina Wright helped you?

Georgina was very understanding, friendly, and helpful. She thoroughly assessed my needs and attitudes, and was very willing to indulge the large amount of questions I asked! Everything was explained clearly and to whatever level of detail I wanted.

Have you seen the outcome you were hoping for?

Yes. Of course, any individual cannot be held responsible for whatever the markets do, but I am happy Georgina selected appropriate investments.

What were the circumstances that caused you to initially look for an adviser?

Received an inheritance and I had not reviewed my investments for about 5 years

How has Georgina Wright helped you?

Suggested new investments and ISAs, switched platform saving management fees.

Have you seen the outcome you were hoping for?

Yes, although returns not helped by President Trump! New platform for investments means it is easy for me to monitor the funds

What were the circumstances that caused you to initially look for an adviser?

I needed financial advice on how to best manage my money in retirement.

How has Georgina Wright helped you?

Georgina has developed a financial plan for me, carefully explaining all the options and always taking into account my needs and wishes.

Have you seen the outcome you were hoping for?

Early days yet with the investments but I have complete confidence in Georgina's recommendations. Knowing that a plan is now in place has also brought peace of mind.

What could they have done better?

Nothing. In the time that I have known Georgina, she has always advised me with professionalism and patience, responding promptly to any queries in a calm and efficient way.

What were the circumstances that caused you to initially look for an adviser?

Needed help as I am not competent to do this sort of work

How has Georgina Wright helped you?

Regular reviews and advice on my imvestments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.g

This review is a follow-up review from a client who left a review previously.

How has Georgina Wright helped you since your last review?

Always given good advice, especially when the markets are very volatile.