George Thomas

Associate Wealth Planner

Diploma in Financial Planning (DipPFS)

Certificate in Mortgage Advice - Cert CII (MP)

After spending time studying in the UK and USA, George joined Succession Wealth’s graduate programme in 2016 and currently holds the Diploma in Financial Planning. George works with clients on building big picture financial plans and coaching his clients around their money habitudes. Georges clients are located mainly in the Dorset, Wiltshire, Surrey, Berkshire and London areas.

"I can often be found playing football or golf (at least trying) or exploring new cities and places to eat with my partner and friends."

Book a meeting

It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.

To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.

Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.