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.