George Fisk, CFP™
George joined MASECO in 2014 and is a Wealth Manager, holding the UK’s highest Financial planning certification – a CFP™ Professional. Prior to joining MASECO, George worked at an independent London-based financial advisory firm.
George is passionate about helping clients meet their financial goals and objectives, whilst paying close consideration to the intricacies associated with being a global citizen. He is a Chartered Fellow of the Chartered Institute of Securities and Investment (CISI) and is particularly interested in using sustainable investment solutions for clients where suitable. George is a keen relationship builder and believes that nurturing client relations is fundamental for a successful professional rapport. His love of nature transpires into a natural interest in sustainable investing and was attracted to MASECO because of the company’s B-Corp status, culture and ethics. A strong believer in Harry Markowitz’s Modern Portfolio Theory, George advocates the belief that investment diversification is essential in diminishing the risks associated with investing.
In his spare time…
George spent his younger years in the Kent countryside before moving to South West London. He is a keen cricketer and plays regularly for his childhood cricket team in Sevenoaks during the summer months. In winter, he enjoys playing Sunday league football in and around London.
Education and credentials:
- CFP™ – CERTIFIED FINANCIAL PLANNER™
- Chartered Wealth Manager
- Level 7 – Advanced Financial Planning Case Study, CISI
- Level 6 – Advanced Financial Planning, CISI
- Chartered Fellow, CISI
- Level 6 – Private Client Investment Advice and Management (PCIAM), CISI
- Level 4 – Investment Advice Diploma (Securities), Chartered Institute of Securities & Investment (CISI)
- Bournemouth University – BA (Hons) Accounting & Taxation – 2:1
