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George Searle

Financial Planning Consultant DipPFS in Henley-on-Thames

A little bit about George

I’m a Diploma-qualified Financial Planning Consultant, providing holistic financial advice to help clients build and preserve wealth. I offer advice in structuring tax efficient investments, retirement planning and long-term financial resilience. I’m a former British Army Officer, now residing in in Henley-on-Thames. Outside of work, I enjoy skiing, cycling and gardening.

Find out more about me below.

Start the conversation

Whether you want to think about a gifting plan to help your family, or want to ask me about something else, I’m happy to help.
Contact me today

An adviser’s insight

Gifts that give back

Graphic of people exchanging gifts

December is often seen as the gifting season. But alongside the usual socks and chocolate gold coins, it might be worth planning a slightly bigger, longer-term present for your loved ones this year.

Inheritance tax (IHT) is notoriously complicated and can hit people with a big bill if it isn’t managed properly. It isn’t reserved for the very wealthy either. Dealing with IHT is a reality that many more families face after a loved one has passed - in what is usually an extremely vulnerable moment.

This is where using your gifting allowances can make a real impact on those around you. It’s a great way to share your wealth with the people you love while limiting their exposure to IHT. It does take a little bit of extra planning though.

Sitting down with an adviser like me can help you figure out where you want your money to go, and when. For instance, it might be more helpful to gift a family member a contribution towards their first home now, rather than leaving them a legacy.

Whatever you decide is best, we’ll find the most tax efficient way to do it.

Get in touch to find out more.

*Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

Autumn Budget

Summarising the key points from the Autumn Budget.

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Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

General Insurance

Home contents insurance, buildings insurance.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Location

George's location

Henley-on-Thames
United Kingdom

George is based in Henley-on-Thames and offers expert financial advice to suit your needs.

Testimonials

Charlie B

I required a financial adviser to help with my general money situation and to access my 30 year pension and was recommended to Heta.

Heta visited me in my home and was quickly able to grasp my situation and assured me that she would get things moving quickly.

This she did and, throughout, I have found Heta to be very reliable, responding to my emails quickly and a great person to have on my side.

Sylvia D

George delivered a clear and concise report with tailored guidance to support the preparation of a Will and financial planning for my Mum.  

Mark M

George took the time to thoroughly review all my existing financial products and how I was managing my money. After a detailed consultation, he recommended improvements where they could make a meaningful difference to my finances, and also reassured me about the areas I was already handling well. His advice was always backed by clear explanations, making it easy to understand the reasoning behind each recommendation. I felt confident and well-informed throughout the process.  

More about me

My approach – Focused around you

Together, we’ll build financial plans that prioritise what matters to you most - whether that’s providing for loved ones, safeguarding your family’s future, or planning a fulfilling retirement. I’ll help you stay on track as life evolves. I deliver bespoke advice tailored to your needs, recognising you have a unique set of circumstances and goals. I’m committed to complete transparency around fees, which are always agreed in advance. The process begins with a complimentary initial consultation, giving you the chance to explore how I can help.

What drives me

At the heart of my practice is a genuine commitment to the people I work with, shaped through a rich career in leading, supporting and learning from others. From service as a British Army Officer, to leading humanitarian programmes across Europe, Asia and beyond, and later guiding teams and projects at a top consulting firm, my career has been defined by leadership in high-impact, people-driven environments. This has instilled deep values of service, integrity and respect for others. I now apply this structured, values driven approach to helping clients achieve their goals. 

My journey started with a Mechanical Engineering degree (First Class Hons) from Durham University. Throughout my career, a commitment to continuous learning has been central to my philosophy. As a client, I ensure you understand each decision we make together, empowering you to feel confident and informed about your financial future.

Get in touch

To arrange your complimentary initial consultation, contact me today. I welcome the opportunity to learn more about your goals and explore how we can achieve them together.

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 Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 13 August 2025.