Georgia Ball
WEALTH PLANNER
Georgia has over five years’ experience in the financial services industry; currently holding a Diploma in Regulated Financial Planning with the Chartered Insurance Institute, she is working towards achieving her Chartered status.
Having started her career as an Independent Financial Adviser for a firm in South Manchester, Georgia has worked with a variety of clients, both on a private and corporate scale. Georgia has experience in a breadth of areas including investment and retirement planning and believes that there is a real importance in the often-overlooked area of protection. Georgia feels that everyone can benefit from advice when it comes to their financial planning and prefers to build longstanding relationships with her clients rather than work on a transactional basis as she thinks it is important for clients to know and trust the person they are looking to for help and advice.
Outside of work, Georgia has a passion for travel, have formerly worked as Cabin Crew, so takes any opportunity to visit new places and with a love for food, enjoys experiencing different cuisines when she is away.’