Georgia Smith DipPFS - Financial Adviser of DWB Wealth Management Consultancy LLP
Financial Planners
1 Highcliffe Terrace, Greenfold Ln, Wetherby LS22 6RG
Most Recent Comments
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December 2021
Georgia works hard to understand her clients needs and put a suitable plan in place. I feel much happier knowing that my family are taken care of (financially) should something happen to me. Thank you Georgia!
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September 2020
Can’t recommend enough. Professional, thorough advice. Takes time to explain all options thoroughly.
From Georgia Smith DipPFS - Financial Adviser of DWB Wealth Management Consultancy LLP
I focus on understanding my clients' personal situations & work hard to develop and maintain a deep understanding of each client’s unique needs and objectives. This allows me to provide a comprehensive and personalised approach to assist my clients in achieving their personal and financial aspirations.
Advice areas include but are not limited to:
➢ Retirement planning
➢ Estate Planning
➢ Wealth protection
➢ Investment Planning
Serious about your financial objectives? Talk to Me. I will talk to you in simple terms and make the whole process as easy as possible. You can relax, safe in the knowledge that you are saving time, planning effectively and helping to secure your financial future.
