George joined St. James’s Place over a decade ago and has spent his time diligently learning all areas of the business and financial planning and has been providing financial advice to clients for some years. George is therefore affectionately known in the team as an oracle of knowledge. Keen to ensure he is always providing the most informative and relevant advice, he continues his professional development with the Personal Finance Society as a Chartered Financial Planner. Achieving Chartered status is the ‘gold standard’ in financial planning. This means that he has achieved the highest level of qualification available through the Personal Finance Society.

George works closely with the younger generations of the families who come to us for financial planning needs with a long-term vision to grow and age alongside them, to be there for all the major life events that demand careful financial planning and advice. As their own careers, families and lives change, George has already prepared them for their next steps to achieve financial security.

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.