0330 038 8940
Based in King's-Lynn
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2024
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
George is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed George's status
Last checked: 26 April 2025
George is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed George's status
55
Recent Client Reviews
George has received 55 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
George has received 55 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: 10 April 2025
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.
Qualifications Uploaded
George has not yet added their qualifications to their profile
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George has not yet added their qualifications to their profile
Transparent Fees
George has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
George has provided information on their typical fees
George has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
George is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed George's status
Last checked: 26 April 2025
George is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed George's status
55
Recent Client Reviews
George has received 55 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
George has received 55 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: 10 April 2025
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.
Qualifications Uploaded
George has not yet added their qualifications to their profile
Qualifications not yet added
George has not yet added their qualifications to their profile
Transparent Fees
George has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
George has provided information on their typical fees
George has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have been a financial adviser since 2017 having previous worked at a local firm in my hometown where I gained my diploma in Financial Services and became a qualified financial adviser. My particular areas of interest are investments, pensions both pre and post-retirement and inheritance tax planning. My favourite part of the job is helping clients leading in retirement with the various options and strategies evolved around pension planning. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. I believe the key to being a good adviser is having a reasonable level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients. My spare time tends to revolve around my family along with playing football in the winter and cricket in the summer months.
£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 George's clients
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Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.