Georgina Fulcher

Senior IFA Administrator & Trainee Paraplanner

AT WORK

Georgina has assisted IFA consultants and investment managers to oversee market-beating portfolios since 2015. On a day-to-day basis, Georgina supports Matthew and Hazel with the administration side of the firm and hopes to step into a Paraplanner position in the near future.

Before joining us, Georgina gained experience in both the financial planning and investment sectors of wealth management. She has held many different roles, from an IFA Client Relationship Manager to an Execution-only Stockbroker, but as time went on, she found herself becoming increasingly more interested in financial advice and financial planning.

Qualifications

IFS Certificate in Paraplanning & Financial Administration (CertPFA)

Member of the Chartered Institute for Securities and Investment

AT HOME

In her free time, Georgina enjoys attending live music events and going on nature hikes. She also enjoys travelling abroad and immersing herself in different cultures and world cuisines.

Spotlight Questions

What is the most rewarding aspect of your job?

Assisting financial advisers in helping clients plan for their family’s future.

What does a life well-lived look like to you?

Having a balance between work and personal life. Ultimately, being hardworking and motivated whilst having the ambition to travel and embark on new experiences.

What motivates you?

Having a positive impact on others and making myself and my family proud of my achievements.

Contact

We’re here to be a positive change in your life. Get in touch to better understand how we work.

EMAIL 0117 968 8687

Positive Independent Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority, FCA Register number 958154. You can find us on the FCA register by clicking here. Registered in England and Wales Company number: 05492767 Registered Office: 12 Stoke Park Road, Stoke Bishop, Bristol BS9 1LF Tel: 0117 968 8687

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

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