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).
You can see the qualifications Georgina holds by clicking the button below.
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 – DipPFSThe 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.
What matters most
What matters most to Georgina about working for Hartsfield
I like working for a small (but growing) company and the ‘family’ feel that comes with it – you are not just one of a number. Hartsfield, as a company, always strive to “do the right thing” both for clients and employees alike. I feel that this is very important for building trust and unfortunately is not an ethos that all companies employ nowadays. Hartsfield has given me the opportunity to re-train in a second career and the support to develop and progress in my role and through the company. Hartsfield also allows a lot of flexibility around work which is something I am very grateful for (as Joy West put in my interview, “re-claim my life!”).
What matters most to Georgina about her specific role?
I think it’s important that our clients have a team of people that they can speak to, rather than just one person, and that whoever they speak to knows about their individual case. I like to think that our clients can call at any time and speak to someone who can help them. I think that this is important for building long-standing relationships. My favourite aspect of my job is completing the analysis and reporting of client cases. I also really enjoy seeing the end product – how the work we have done has positively impacted on clients’ lives.
What matters most to Georgina outside of work?
Outside of work, most of my time is spent with my husband, and our family and friends. My previous career didn’t allow for a lot of time off, so we love to make the most of our evenings, weekends and annual leave, by socialising with family and friends and also going on holidays. I love all types of music and often take part in concerts and musical productions.
Get in touch
If you’d like to speak to us or book an initial meeting, you can contact us directly or, alternatively, drop us a message here.