0330 038 8939
Based in Carmarthen
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Verified since: December, 2022

4.9 out of 5

11 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 12 April 2025

    George and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 4

    Recent Client Reviews

    Verified reviews: 100%

    George has received 4 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 04 February 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    George has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

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    George has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with George

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with George (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 12 April 2025

    George and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 4

    Recent Client Reviews

    Verified reviews: 100%

    George has received 4 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 04 February 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    George has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    George has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with George

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with George (based on 3 first impressions)

When I look back on my own personal financial journey there is a lot I could have done differently for better financial outcomes. These conversations with myself, led me on the path to become a Partner Practice with St. James’s Place. I have set up my own Financial Planning Practice in Carmarthenshire. I want to help you by understanding your financial goals, and my proposals will be driven by your needs and not by the products. It is all about trust and partnership for the long term. I understand that talking about money and finances is personal. So I am on hand to help you address your needs, understand your goals and help you realise your dreams. I offer a friendly and approachable service, backed by the strength and security of FTSE100 company St. James’s Place Wealth Management; I am here to help. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings, and investment planning. Let’s start a conversation. Contact me now to arrange a no obligation chat. SJP approved 18/11/2022 The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 18/11/2022

£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).

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