Our holistic approach, combined with an insightful understanding of the worlds of finance, law, taxation, investment and insurance, ensures all your bases are covered.
We were delighted to welcome Georgina to the team in 2019.
Georgina manages our financial accounts and the operations associated with running the business, often leading on project work. Georgina is extremely organised with high attention to detail.
Having worked previously running company accounts, and in her earlier career in property sales, Georgina brings a range of transferable and essential skills to the team. Georgina helps ensure the smooth running of the offices and allows the financial planners and client managers to focus on looking after our clients' financial planning and ongoing wealth management.
Interests
Georgina lives locally to our West Woodhay office and enjoys countryside pursuits with her family. She has a passion for horses and spends much of her time with her two ponies and Pebbles the Shih Tzu. Georgina likes walking and was the driving force behind our 20 mile charity walk in September 2019.
Essential Wealth Management
1-2 Great Farm Barns
West Woodhay
Newbury
Berkshire RG20 0BP
Tel: 01488 669840
Fax: 01488 669216
Email: [email protected]
Essential Wealth Management is a trading style of Essential Wealth Management and Advice Ltd, registered in England Number 04020006. Registered Office: 1-2 Great Farm Barns, West Woodhay Newbury, Berkshire, RG20 0BP. Essential Wealth Management and Advice Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.
Approved by the Openwork Partnership on 18.04.2024
