George Poll

As a Chartered Financial Planner with nearly 10 years’ industry experience, I work with individuals and families at every stage of life, helping them build, protect and pass on their wealth. Providing straightforward advice that helps clients understand their options and move forward with confidence. I am passionate about helping people make informed financial decisions and developing genuine long-term relationships.

I appreciate that every client has a different story, different priorities and different goals. Taking the time to understand what matters most to them allows me to provide advice that is personal, practical and tailored to their circumstances.

Areas I can help with include:
• Investment planning and wealth management
• Retirement and pension planning
• Protection planning
• Estate planning and inheritance tax planning
• Long-term care planning and funding solutions

Whether you’re taking the first steps in your financial planning journey, approaching retirement, or simply looking for clarity around your financial options, I believe good advice should be understandable, personalised and focused on what matters most to you.