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Georgi Bennett

Partner

I am a Chartered Financial Planner and work with high-net-worth individuals, trustees and charities, and also a member of both the Personal Finance Society and Resolution.

I am qualified to work across all aspects of financial advice, with specialist expertise in complex planning cases that may include some or all of the following:

  • specialist pensions advice and retirement planning,
  • tax efficient investing and estate planning, and multi-generational wealth planning, and
  • financial planning for life changing events such as the breakdown of a relationship, divorce or the loss of a loved one.

As a wholly independent Financial Adviser, I have designed my financial planning methodology to help you navigate your future, sometimes in difficult times, by providing a framework to help you understand exactly where you are right now, to think about what might be next and finally building a financial plan to achieve this.

By providing understandable financial advice through a clear and defined process, delivered with patience and empathy, I take pride that my clients can make informed decisions.