Independent Financial 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.