George Smart
Trainee Financial Planner
Trainee Financial Planner
George joined Walker Crips Financial Planning in July 2022, having studied Mathematics at the University of York. With just one exam remaining before qualifying and obtaining the Diploma in Regulated Financial Planning from the Chartered Insurance Institute, George collaborates closely with other Financial Planners to deliver tailored solutions that align with clients' financial planning objectives. He is passionate about helping individuals, families, and business owners make confident and informed financial decisions. By truly understanding their unique circumstances and goals, he is committed to building long-term, trusted relationships with every client.
Walker Crips Financial Planning Limited is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN. FCA Registration Number: 114778. Registered Office: Apollo House, Eboracum Way, York, YO31 7RE. Registered in England number 3790291. Member of Walker Crips Group plc.
The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results.
