Financial adviser Georgina Wilkinson is looking forward to developing her career having just been appointed as a wealth management consultant at a Lynn business.
She is now a consultant to Jeremy Allen, a senior partner of St James’s Place, based in King Street.
Georgina is now working towards achieving her chartered status, in the financial services industry.
She said: “I am pleased to have achieved my diploma status since joining Jeremy’s practice last year and I am keen to continue learning as I believe this is key, particularly in such a fast paced industry’.
Jeremy said: “Since joining St James’s Place, Georgina has proved to be popular with my clients and has worked with the team here to support me, whilst also completing an intensive study and training regime.”
Georgina is able to offer a holistic personal wealth management service, to help her clients to try to achieve their financial goals. Her role involves providing her clients with a personal face-to-face service and building long term, trusted relationships with them.
She is able to advise clients across a wide range of financial planning areas which include retirement planning, Inheritance Tax planning, financial protection for individuals and their families as well as investment planning and management.
She said: “I look forward to spending my career in the finance sector where such great opportunities are presented and I hope to set up alongside Jeremy as a partner in the future.” She can be contacted on 01553 774500 or 07792 427554.