George has worked in the financial services industry for almost a decade starting his career in banking before moving into mortgage consultancy. During his time as a mortgage adviser, he got a taste for helping clients overcome financial challenges and excelled in his role. This set George on the path to explore financial advice and in 2018, George moved into private practice with St. James’s Place where he now helps a broad range of clients with both personal and business financial planning.
George believes in financial planning with a purpose providing meaningful advice to his clients along with a seamless service. To George, financial advice is about building trust and long-standing relationships with his clients to ensure they are well informed and financially resilient for the challenges that life throws at them.
During his time with SJP, George has built strong relationships with his clients as well as developing professional relationships across Scotland’s care industry and medical professionals.