Financial Planner DipPFS in Chippenham
As a former energy sector analyst who advised top-level management, I specialize in untangling complex problems. Today, I bring that same strategic expertise on a more personal level: helping you build a secure, resilient financial future. We don't often talk about money in this country, but my goal is to make planning your future straightforward, giving you absolute clarity and confidence in your financial decisions. I can't promise that the markets will always go up, but I can promise to always make time for you, to leave jargon at the door and to always put you and your family's interests first.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Chippenham
Wiltshire
United Kingdom
George is based in Chippenham and offers expert financial advice to suit your needs.
Financial planning can often feel like an intimidating exercise, especially since we rarely talk openly about money in this country. But at its core, good financial planning isn't about complex jargon, pushing products, or spreadsheets (although I do like a good spreadsheet!). It is simply about giving you the clarity, confidence, and freedom to build the life you actually want to be living.
My approach to advice is grounded, practical, and entirely centred around your life. Before stepping into financial planning, I was an analyst in the energy sector, where I earned a PhD and advised top-level management on corporate strategies. I enjoyed the challenge of untangling complicated problems, but my perspective shifted as my family grew. I realized I wanted to use my analytical experience for something more meaningful: helping you navigate your own major life decisions and build a secure, resilient future. Quilter's core mission - to create brighter financial futures for every generation - is really closely aligned with my own reasons for making this career pivot.
Whether you are laying the groundwork for your family’s future, navigating a career pivot, or preparing for a comfortable retirement, my job is to translate complex tax rules and investment strategies into a straightforward, actionable plan.
Outside of work, my life in Chippenham revolves around my wife (who, as a psychologist, regularly reminds me that money is about human behaviour, not just maths!) and our young daughter. To recharge, you will usually find me logging miles on the local running routes or at the climbing wall.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 13 August 2026.
