George began his journey with bdhSterling as a Client Administrator and quickly progressed to the role of Trainee Paraplanner. Upon completing his Diploma in Regulated Financial Planning in 2023, he earned a well-deserved promotion to the position of Paraplanner.
As a Paraplanner, George’s primary role centres around producing comprehensive client reviews, to ensures that client’s financial plans remain on track and suitable for their specific needs. In addition, George plays a pivotal role in shaping our clients’ investment strategies by conducting in-depth asset analysis. This enables us to provide personalised recommendations that match each client’s unique circumstances, ultimately contributing to their financial success.
Outside of work, George is an avid sports enthusiast and a keen Baltimore Ravens and QPR fan. He also enjoys going to the gym and playing football.
What’s your best tip for anyone moving to the UK?
Make sure you bring a jacket. Even in the summer it’s freezing.
What’s the best thing about living in the UK?
Never being too far away from a beach.
What’s the best thing about working for bdhSterling?
How welcoming and inclusive everyone is.
What gives you the most satisfaction at work?
Getting to the end of a really complex case, achieving the best outcome for the client.
More of our London team members
Get to know a few more members of our team.