Georgie Muir-Mackenzie

I am passionate about educating and empowering my clients to take control of their financial future. My philosophy is to ensure that my clients have a personalised and holistic plan in place and to work with them to adapt it as their lives and needs change. I want to put clients in a position where they have all the information they need to make good financial decisions and to encourage them to form good habits that will have a big impact on their finances in the long term. I have worked at FLM for over 6 years. In this time I have developed a busy practice supporting a wide range of clients and their families. No matter the circumstance all my clients have one thing in common; they have busy lives. Life is as busy as it has ever been, and very few people find the time to put in place adequate financial plans and of those who do, even fewer have time to monitor these over time. Change is a big reason why our business exists. The economy, investment markets, politics and a client’s own situation are all ever evolving, making the need for ongoing, proactive advice as vital as it has ever been. FLM is a Partner Practice of St. James's Place Wealth Management. St. James’s Place Wealth Management is a FTSE 100 company. We have been awarded ‘2020 Wealth Management Company of the Year - City of London Wealth Management Awards'. The company’s success has grown through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. FLM Wealth Management is the trading name of Financial Lifestyle Management Limited. 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. Auto-Enrolment products are not regulated by the Financial Conduct Authority. 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 xx/xx/xxxx