Georgia has worked in Financial Services since September 2020. During this time, Georgia has completed two of the six exams towards obtaining a Diploma in Regulated Financial Planning.
Since joining Hall and Costello in 2021, Georgia progressed from an Apprentice to a Paraplanner. Georgia now utilises the technical knowledge gained during her time as a paraplanner to liaise with clients and assist them with queries regarding their investments.
Georgia works closely with our Managing Director, Ben, and acts as a point of contact for his clients to ensure all outcomes are delivered efficiently and effectively. This has been and continues to be an enriching experience and has given Georgia a great foundation to begin her career.
Away from work, Georgia enjoys travelling to new places and spending time with her loved ones. This includes walks with her beloved Golden Retriever, Sonny.
One of her passions includes running. More recently, Georgia trained for a half marathon for the Stroke Association raising over £4,000.
Executive Assistant – Client Servicing/Technical Enquiries (to Ben Hall) | Paraplanning