George Uglow

Areas of expertise

George can provide holistic financial advice to private clients and their families. 

He has expertise in planning with the NHS pension scheme, helping members to understand their pension benefits and the options available. 

He can also provide specialist advice to recipients of Personal Injury settlements working alongside Professional Deputies, Trustees and claimant’s families.

Experience

George is a Chartered Financial Planner and Fellow of the Personal Finance Society, with over 16 years’ experience in financial services.  He is adept in all areas of the planning process and likes to bring a client’s goals and objectives to life with the use of cashflow modelling.

He enjoys retirement planning and has developed expertise in planning with the NHS pension scheme. He has delivered training and seminars to members to help with understanding the scheme and has supported many NHS pension members with their retirement plans. 

He has also worked alongside Professional Deputies and Trustees providing advice to recipients of Personal Injury settlements.

Professional qualifications/memberships

Chartered Financial Planner

Fellow of The Personal Finance Society

Award in Long Term Care Insurance

Certificate in Discretionary Investment Management

Certificate in Mortgage Advice