George Grant
DipPFS
George holds a Diploma in Regulated Financial Planning and became part of Swann in January 2022. With a passion for making financial planning clear and stress-free, he works closely with individuals, families, and businesses to develop tailored strategies that help them achieve their financial goals, both now and in the future.
Dedicated to providing holistic financial advice, George is working towards specialising in investment and protection planning, helping his clients feel secure and confident in their financial future. His aim is to build lasting relationships and offering guidance that evolves alongside his clients' needs.
Outside work, George enjoys quality time with his partner, playing football, and keeping active at the gym. He also loves walking his dog and exploring new places to enjoy great food.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
