George Pym

Areas of expertise

• Retirement Planning
• Inheritance Tax Planning
• Business Exit Planning
• Tax Optimisation
• Cashflow Modelling

Experience

George transitioned into Financial Planning after a successful career in professional road cycling.

George is dedicated to providing individual financial advice that aligns with his clients' unique goals and values, ensuring they are well-prepared for the future. His commitment to building long-term relationships allows him to guide clients through various life transitions, helping them adapt their financial strategies to stay on track.

Notable client work and achievements

• Helping a high-net-worth client navigate a particularly challenging business exit
• Undertaking complicated cashflow modelling to support numerous client retirements
• Advising on tax-efficient intergenerational wealth transfer

Professional qualifications and memberships

Diploma in Regulated Financial Planning, Chartered Insurance Institute