Home › Financial Planners › George Lockwood
Based at
Amber River Leodis Wealth
Position
Financial Planner
Serving clients in
Yorkshire
George Lockwood
Financial Planner
George started his career in financial services in November 2016, working first as an administrator, and then a paraplanner. In 2017 he undertook the Diploma in Regulated Financial Planning, completing this in 2018. He is now working towards achieving Chartered status.
George's people-focused approach allows him to clearly understand his clients' future goals. This ensures the financial plans he develops for them are meaningful, relevant, and will help them achieve their long-term objectives.
Outside of work George enjoys keeping fit, cooking and spending time with his family.
George's people-focused approach allows him to clearly understand his clients' future goals. This ensures the financial plans he develops for them are meaningful, relevant, and will help them achieve their long-term objectives.
Outside of work George enjoys keeping fit, cooking and spending time with his family.
Expertise in
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