Georgia is a Financial Planning Manager. She has worked in Financial Services since 2015 and joined Attivo Financial Planning in 2019. Georgia is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII). Georgia holds the Diploma in Financial Planning and also holds the following Advanced Financial Planning Paper:
Our Financial Planning Managers are responsible for the development and competence of our Financial Planners. They design and deliver training to develop product, technical and regulatory knowledge to ensure our advisers keep up-to-date with the latest financial regulations. They also review and assess our Financial Planners to develop their ability to provide compliant advice and excellent client service.