George Davis DipPFS Certs CII(MP/ER)

George DipPFS is a co-owner of a holistic financial planning business, dedicated to assisting individuals in maximizing tax efficiency and achieving long-term financial goals. With a focus on intergenerational planning, George empowers clients to make well-informed decisions for their personal and business futures. Specializing in aiding business owners with tax-efficient profit extraction, business protection, and structuring post-exit proceeds, he ensures a secure financial future for both clients and their families. George also provides guidance on employee financial well-being and financial education within teams. Outside of work, George enjoys golf, exploring different cuisines, and occasional CrossFit competitions. With a background in A-levels in Maths, Physics, and Business from Maidstone Grammar School, he has previously held key positions at reputable organizations in the financial services industry, including roles at Calder Davis Wealth Management, Merian Global Investors, M&G Investments, Guinness Asset Management, and various recruitment/search firms.