OUR LEADERSHIP TEAM
Georgie joined AdviceFirst over four years ago, bringing extensive hands-on experience from 15 years working in the financial services industry.
Georgie has a strong background in senior operational management. This includes the development of effective technologies, facilities, compliance, reporting and infrastructure to support business growth and improved outcomes for clients.
Georgie leads the team of wealth management Advisers with a focus on finding ways to enhance the service and overall experience clients receive from AdviceFirst. This includes implementing new technologies and creating support structures that lead to all-round positive outcomes for clients.
Georgie holds a BA in Sociology and Environment Issues from the University of the West of England Bristol.
Outside work, Georgie enjoys a busy family life which includes campervan adventures exploring the country with her two children. Keen on fitness, Georgie plays social netball and enjoys Zumba.