George joined our Exeter team in June 2021, ready to start his career in financial services after three years working in recruitment. Learning the ropes as a Trainee Paraplanner, including liaising with clients and providers, George rapidly progressed into a full Paraplanner role – supporting our Financial Planners with admin and research, recording notes at client meetings and preparing reports.
Bolstering his technical knowledge through on-the-job learning and study for industry exams, George evolved into a Trainee Financial Planner role in February 2023, a goal he had when he first joined Goodmans. George is now enjoying the extra responsibilities that come with the role and the opportunities to build long-term client relationships. Studying towards completing his Diploma in Regulated Financial Planning, George has a particular interest in pensions and tax planning as areas where we can really add value for clients.
With a Bachelor’s degree in Sport and Exercise Science from the University of Portsmouth, it’s no surprise that George is passionate about fitness. Outside of the office, he likes staying active by playing football and going to the gym, usually in the early hours before work. He’s also recently taken up golf, which is slowly but surely becoming an obsession! He enjoys spending the rest of his free time catching up with family and friends.