Financial Planner
0121 230 1916

Born and raised in Milton Keynes, George gained an Honours degree in Accounting and Financial Management from the University of Buckingham. He joined Punter Southall Wealth in 2020 after several years at a national wealth management firm. As a holistic financial planner George aims to understand a client’s needs, offering advice on pensions, investments, protection and estate planning whilst building long term relationships and creating strategies for clients and their families. He also works closely with professional connections to improve client outcomes, especially when dealing with complexities of estate planning. Away from work, George is a keen sportsman, playing ice hockey for his local team and is partial to a round of golf when family time allows.

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