Senior Wealth Executive
George graduated from Bournemouth University after studying a four year sandwich degree in BA(hons) Accounting and Taxation and also holds his UK Investment Advice Diploma. In August 2014, he joined MASECO Private Wealth as Client Service Associate before becoming a Wealth Planning Executive in March 2016.
As a Wealth Planning Executive, George works within the wealth planning team. He writes Investment Policy Statements, rebalances portfolios, arranges FX deals and arranges trading. Additionally, he monitors the client SIPP accounts the company manages.
In his spare time…
George plays cricket and is a keen batsman for his local club. In the Winter months, he plays football. He also enjoys travel and cooking.