Financial Planning Consultant DipPFS in Henley-on-Thames
I’m a Diploma-qualified Financial Planning Consultant, providing holistic financial advice to help clients build and preserve wealth. I also offer specialist advice around estate planning, inheritance tax planning and around long-term financial resilience and care. I’m a former British Army Officer, now residing in in Henley-on-Thames. Outside of work, I enjoy skiing, cycling and gardening.
Changes announced in the Autumn Budget could have an impact on your finances, both now and in the years ahead.
Our guide explains the key announcements and provides a useful overview of the changes you may want to consider as part of your financial planning.
For help understanding how the Autumn Budget could impact you, get in touch with me today.
Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.
Approver Quilter Financial Services Limited. October 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.
Home contents insurance, buildings insurance.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Henley-on-Thames
United Kingdom
George is based in Henley-on-Thames and offers expert financial advice to suit your needs.
I sat down with George and we did a full financial review. It quickly became clear that I was missing thousands of pounds of tax relief on my pension. We also discussed a more robust means of savings and investment.
George delivered a clear and concise report with tailored guidance to support the preparation of a Will and financial planning for my Mum.
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.
Highly recommend George Searle for financial advice. He gave me great guidance on pensions, life insurance and setting up my finances in a way that gives me stability while still letting me enjoy everyday life. He also helped me put money aside for my pension as I’m planning to retire early. Really knowledgeable, practical advice and easy to talk to.
George was excellent! He answered questions about pensions (that I have been searching online for over the last few months) in about 15 minutes! I will definitely be in touch with him again in the future.
George spoke clearly and was able to explain complex finance in clear terms without jargon. He helped me better understand my long terms goals, and thus how I could be structuring my finances to support these. He listens to what you say, and offers personalised advice. I would highly recommend.
I had a 45-minute call with George and came away with a much clearer understanding of my own financial setup, specially around tax, savings goals, and long-term wealth planning. After answering a couple of questions he got me to think far more clearly about what I wanted to achieve, and the steps necessary to get there. If you're considering pensions, savings, diversification or tax efficiency etc, I’d absolutely recommend reaching out. Thanks George!
Excellent advice - I thought I was already quite savvy but he helped me to identify several gaps and proposed solutions. Highly recommend his services.
George has far exceeded my expectations as a financial adviser, delivering clear and meaningful outcomes…. I wish I had been introduced to George earlier.
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. My specialism is within estate planning and management of inheritance tax. 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.
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.
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.
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 2025.
