Georgina has worked in finance for over 20 years. Graduating with a BSc in Business Economics and Finance from Loughborough University she holds a Diploma in Financial Planning and is a member of the Personal Finance Society and Equity Release Council. She advises on pensions, investments, estate planning, mortgages, equity release and long-term care, and works by building strong, lasting relationships with her clients.

Ross has worked in financial services for over 15 years. A Chartered Financial Planner with a BA from Loughborough University, Ross also holds a certificate in Discretionary Investment Management. He specialises in investment advice and retirement and tax planning, working to build wealth and create financial security for his clients. Ross’s solutions are fully personalised as he guides his clients through each life event and helps them prepare for retirement.

Sebastian holds an MSc from the London School of Economics and is a Chartered Financial Planner and Fellow of the Personal Finance Society. He holds numerous certifications including in Discretionary Investment Management, Securities & Advice Dealing, Mortgage Advice and Equity Release. While Sebastian specialises in pensions, he also advises clients on estate and tax planning and equity release.

Kiram joins the team at planr as Head of Operations, having worked closely with the team previously and with over 8 years experience in financial planning operations. She aims to bring her experience in process and procedure planning to planr, ensuring outstanding client service driving a first class financial advice journey for all clients. Over the years Kiram has completed many CII exams to help boost her knowledge of financial planning which goes hand in hand with her role in Operations.