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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

Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today

An adviser’s insight

If it’s time for financial advice, I can help you

Graphic of elderly couple passing wealth to their relatives

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. April 2026.

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 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.

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.  

Terry

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.  

Alexandra

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.

Olivia

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.

David

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!

Marcus

Excellent advice - I thought I was already quite savvy but he helped me to identify several gaps and proposed solutions. Highly recommend his services.

Hayley

George has far exceeded my expectations as a financial adviser, delivering clear and meaningful outcomes…. I wish I had been introduced to George earlier.

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.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

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.

3. On going check-ins, on your terms

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.