Georgina Wilkinson

Georgina Wilkinson

Sovereign Wealth Ltd

Minimum savings/pensions: Any amount

0330 038 8941
Based in King's-Lynn
View location

Top Rated 2025
Verified since: June, 2024

5 out of 5

19 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 06 April 2025

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

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    Georgina has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 05 December 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Georgina has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Georgina has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 06 April 2025

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

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    Georgina has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 05 December 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Georgina has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Georgina has not yet added their fees to their profile

As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice, I actively continue to nurture my personal development. In return this means you can be confident that you are dealing with a leading adviser who is wholly committed to providing you with the best possible advice, service and support. I have worked with St. James’s Place for over 10 years and provide holistic advice to my clients, helping them with solutions to the financial issues that concern them and their families the most. I absolutely love what I do, and the relationships I have been privileged to build over the years. My advice covers retirement planning, wealth protection, savings and investment planning for both private and corporate clients. I work internationally with Sovereign Wealth Ltd. My emphasis and commitment is on maintaining a long-term relationship with my clients and providing them with trusted advice as their financial needs evolve over the years. 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. 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 06/06/2024

£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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