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Qualifications

  • Diploma in Financial Planning (DipPFS)

George Everett-Elliott

I have worked in financial services since 2017, gaining valuable experience as a Paraplanner while completing my Diploma in Financial Planning before then progressing to providing advice on investments, pensions, protection and estate planning, which I have been doing for several years now. My motivation is to provide an all-round approach to my clients financial planning needs, helping them achieve their goals and objectives while building a long lasting and trusted relationship. What’s more, I will always make sure my advice to you is set-out in a way which is clear and easy to understand, with none of the usual jargon you might expect.

 

Outside of work, I like to spend time with my family, with football being a key component of our family life, supporting my son and Derby County. I’m a keen gardener and love to travel and experience the different cultures and sceneries the world has to offer.

Contact George

Mobile: 07443 889159

PO Box 46,

Upton House

St Margarets Road

Cromer

Norfolk
NR27 9WX

I work from the offices of our Appointed Representative Create Financial Management in Derby.

https://www.createfm.co.uk/

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