Professionally

Georgia is our newest addition to the team. Her role within the client support team includes preparing cases for advisers making sure all the documentation is correct. Georgia also liaises with the product providers, gathering key information and maintaining client records.

Personally

I have recently moved to Warrington and enjoy being able to visit places nearby like Manchester and Chester for shopping or meeting up with friends. I also enjoy going back to the Isle of Man to spend time with my family and our dog, Bruce, and try to do this every few months. I love going to concerts and often try to have at least one booked to look forward to. I also like reading (especially crime fiction books) and going on walks in my spare time.

Spotlight questions

On an ideal weekend, you can find me

Doing something with my family as I don’t see them all the time, so I always look forward to it (whether it’s showing them places around Warrington or going back to the Isle of Man).

My favourite song to play in the car is

Bad Omens by 5 Seconds of Summer

My favourite holiday destination is

Venice or Prague

When the dessert menu arrives, I'm looking for

Cheesecake

If I could be any fictional character, I would be

Mulan

Let’s start a conversation

Simple Solutions Financial Planning is a trading style of Simple Solutions Financial Management Ltd, which is authorised and regulated by the Financial Conduct Authority. You can find Simple Solutions Financial Management Ltd on the FCA register by clicking here. Simple Solutions Financial Management Ltd is registered in England. Company registration number: 06920858. Registered address: The Base, Dallam Lane, Warrington Cheshire WA2 7NG.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

The Base, Dallam Lane,
Warrington, Cheshire
WA2 7NG

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