George Square Financial Management has bolstered our growing team with the hire of an accredited chartered financial planner, George Bonsall, in support of our continuing corporate expansion plans.
George Bonsall joins the team as an Independent Financial Adviser and will provide holistic financial planning advice to our clients, specialising in retirement and later life advice as well as investments, protection, and estate planning.
SOLLA accredited
Having recently achieved chartered status through the London Institute of Banking and Finance, George is an accredited member of the Society of Later Life Advisors (SOLLA) and can advise on long-term care and equity release advice in addition to more mainstream IFA services.
Prior to joining George Square, George worked at independent IFA firm in Nottinghamshire. Beginning his career in the financial services industry in 2006, he has extensive experience working across the sector, having worked at some of the nation’s largest mortgage providers, including Nationwide Building Society, where he was responsible for managing a team of mortgage consultants.
Commenting on his appointment, George Bonsall said:
“I have worked with George Square on a number of previous cases through an introductory basis and felt strongly that it was a company that I would like to be a part of. Building trust with current and new clients is always a challenge faced by those in the financial services sector. Whilst having a strong brand, a great team, and the relevant qualifications and recognitions are all key elements to building trust, it is spending time with and showing commitment to clients that really solidifies the relationship. Client satisfaction is at the heart of what George Square does, and as this is something I feel so passionately about, I knew we would be a great fit.”
George Goward, Managing Director at George Square, added:
“It is an exciting time for the business as we continue to develop in line with our corporate expansion plans, with the aim having ten independent financial advisers on board by Q1 2022. I am delighted to welcome George to the team – his level of accreditation will help enrich the services that we offer, and I know his values align strongly with ours. At just 31, George is highly qualified and has extensive experience in the industry. The average age of advisers in the IFA sector is continuing to increase to well over 50, so we feel that having younger advisers on board is also important from a succession planning point of view.”
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