Georgina is a Chartered Financial Planner offering holistic financial advice to high net worth professionals and entrepreneurs. She is extremely driven and has successfully managed to position herself as the lead financial adviser for successful female entrepreneurs and businesswomen, with strong client-centric values focusing primarily on maintaining and establishing new client relationships.
She works hard to help all of her clients to develop a personal financial planning strategy to meet their personal goals and achieve financial independence. This can start from the very basics – what can you do right now – to more sophisticated financial planning, looking at reliefs, investment vehicles, and estate planning to ensure their money works harder for them.
She founded and chairs the ‘Women in Wealth’ group within Saunderson House which aims to identify and breakdown the barriers that women face when it comes to investing, leading to financial independence.
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