Georgia Perry APFS – Paraplanner

Working life

A key contributor and valued member of the paraplanning team since 2015

Georgia is an experienced member of the team and a Chartered Paraplanner. She is responsible for preparing and maintaining our clients personal plans with exceptional care and detail.

She puts 100% effort into each client’s journey and works closely with the advisers to bring our guidance to life.

Georgia’s skills lie in organisation, detailed report writing and the financial planning process.

Home life

What is an ability you wish you had? I wish I had the ability to be able to sing.

What’s currently on top of your bucket list? To visit New York

What’s the one talent people would be surprised to know about you? I can knit.

Your karaoke song of choice? See the answer to question 1!

Brown or red sauce? Brown

Go to comfort food? Chip Butty

Best box set TV binge and why? The West Wing – it’s got a great story, acting and characters. It’s a bit old now but I never get tired of watching it.


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