New team member - Georgina Dormer

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New team member - Georgina Dormer

We have recently welcomed Georgina Dormer to the team as Executive Assistant. Georgina has been managing our financial accounts and is joining us full time to assist Sonia with the running of the offices, managing the relationships with our associated professionals and 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 will be working closely with Claire, our experienced and dedicated office administrator, ensuring the smooth running of the offices and allowing the financial planners and client managers to focus on looking after our client’s financial planning and ongoing wealth management.

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 13.10.2023