Professional
I joined Hartsfield in 2016, originally as an administrator. Since then I have worked my way up to the role of Paraplanner and am only two exams away from the full Level 4 qualification. I hope to complete the full qualification this year.
Before joining Hartsfield I worked at Nationwide for 4 years after leaving my “previous life” in entertainment.
Statement of professional standing
All financial planners and advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified for the position and have carried out the required amount of Continuous Professional Development (CPD).
Click here to see Georgina's Statement of Professional Standing
Qualifications
You can see the qualifications Georgina holds by clicking the button below.
Qualifications
Financial Services, Regulation and Ethics (R01)
Assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.Investment Principles (R02)
Assesses a knowledge and understanding of investment products and the application of the investment advice process.Personal Taxation (R03)
Assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.Pensions and Retirement Planning (R04)
Assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.Financial Protection (R05)
Assesses a knowledge and understanding of an ability to analyse financial protection planning issues.Financial Planning Practice (R06)
Assesses advisers financial planning capabilities. Tests the practical application of technical knowledge and planning skills already gained, supporting the provision of competent and appropriate advice.Diploma in Regulated Financial Planning – DipPFS
The Level 4 Diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.Get in touch
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