About George
Born and raised in Milton Keynes, I earned an Honours degree in Accounting and Financial Management from the University of Buckingham. I joined Canaccord Wealth as part of the acquisition of Punter Southall Wealth.
As a holistic financial planner, I strive to understand my clients' needs, offering advice on pensions, investments, protection, and estate planning while building long-term relationships and creating tailored strategies for clients and their families. I also work closely with professional connections to enhance client outcomes, particularly when navigating the complexities of estate planning.