I work alongside Stephen, attending meetings and supporting Stephen with cash-flow modelling and tax planning to ensure that clients receive the best possible service.

I work alongside Stephen, attending meetings and supporting Stephen with cash-flow modelling and tax planning to ensure that clients receive the best possible service. I also support him with gathering information on clients existing arrangements from their current providers to ensure that our clients are invested in line with their beliefs and long-term goals.

We are passionate about developing the next generation of advisers, we have adopted a mentoring programme which allows our training associate advisers to transform their theoretical knowledge into practical application whilst studying for their Level 4 Diploma in Regulated Financial Advice. You may meet George working alongside our chartered financial adviser Stephen Birrell. Please note that the Associate Advisers are not yet authorised to provide financial advice.

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George Newman

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