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.
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.Get in touch
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