Georgina Partridge

Georgina Partridge

Independent Financial Adviser

Mortgage Adviser

Georgina is a founding partner of Plutus and sits on the management team. She completed a BSc in Business Economics and Finance at Loughborough University and holds a Diploma in Financial Planning. She is a member of the Personal Finance Society and Equity Release Council, as well as holds numerous certificates, including in Equity Release, Long-term Care Insurance, and Advanced Mortgage Advice.

Working in the industry for nearly 20 years, Georgina advises clients on pensions, investments, estate planning, equity release and long-term care. She quickly expanded her client base and, valuing her approach and expertise, many of her clients continue to rely on her advice having been with her from the start. She continues to gain clients from personal recommendation.

Georgina’s experience has mainly been around long-term planning with professional clients, helping them with their plans to save and invest, buy a house, have a family, remain tax efficient, and build up and then draw on their pension.

Did you know?

Georgina is a keen sportswoman and her holidays usually incorporate some form of big of adventure – not many people can say they have rafted down the Zambezi, climbed Kilimanjaro and cycled from Land’s End to John O’Groats! Recently she has taken a more relaxed approach to her travels and having completed the Wine and Spirit Education Trust qualifications, she is more likely to be found exploring the wine regions of the world.
Meet the team
Georgina and the Plutus Wealth Management Team were recommended to me by a close friend. I met with Georgina who listened to the details of my financial situation and future plans. She thoroughly explained the short-term, medium-term and long-term financial planning options available to me. Georgina took the time to research my additional queries, without exception she came back to me quickly and always guided me through the paperwork. Georgina’s honest, professional, committed, enthusiastic and down to earth approach has completely changed my view of receiving financial advice, in fact now I am rather enthused by the whole topic and look forward to meetings and of course building my finances for the future!
Rose McCarter-Field