BA (Hons) FPFS
Georgia is a Chartered Financial Planner and joined Attivo in 2023. Georgia holds the Diploma in Regulated Financial Planning and is a fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
She also holds the certificates in Discretionary Investment Management and in Securities Advice and Dealing.
Technical Excellence
Georgia holds the Diploma in Financial Planning. To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII.
Georgia holds the following Advanced Financial Planning Papers:
Financial Planning: Georgia builds long-term strategies that align goals, resources, and lifestyle priorities.
Pension Planning: She designs retirement solutions that balance security, flexibility, and tax efficiency.
Taxation and Trusts: She structures wealth to protect assets, reduce tax exposure, and support succession.
Investment Planning and Business Financial Planning: She develops portfolios that match objectives, risk tolerance, and time horizons.
