Georgia Davies

Biography

Georgia joined the team in August 2026, bringing valuable experience from her previous role as a Protection Adviser within the financial services industry. This background has provided her with a strong foundation as she develops into her role in paraplanning.

In her day-to-day role, Georgia is responsible for conducting research, preparing suitability reports, and processing new business submissions on behalf of clients. She plays an important role in supporting the delivery of tailored financial planning solutions.

Georgia is passionate about expanding her knowledge of financial planning and further developing the technical knowledge to support the provision of comprehensive financial advice. She is currently working towards achieving her Diploma in Regulated Financial Planning.

Outside of work, Georgia enjoys running, travelling, and spending time with friends and family.