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George Hicks
George Hicks
About
George is a Financial Adviser and Chartered Financial Planner at The Private Office, working primarily from our head office in Leeds and supporting clients across the North and Midlands including York, Nottingham and Liverpool. His goal is to simplify the complex and help his clients make the right financial decisions to allow them to live meaningful and fulfilling lives. He believes in forming long-term trusted relationships with his clients based on respect and integrity.
With experience advising across a range of areas for clients who have a variety of financial requirements, George’s expertise include investments, pension advice and protection planning. He works with some of our Family Office clients, helping to manage the financial affairs of wealthy individuals and their families. He believes that lifetime cash flow modelling is an important tool to help develop strategies for wealth accumulation, preservation, and retirement and uses it to map out his clients’ financial futures as their circumstances evolve over time.
George has worked in financial advice since joining TPO in 2017, prior to that he served as an Infantry Officer in the British Army for seven years. The valuable support he provides to his clients is recognised in his client reviews and he has been a Vouched For Top Rated Adviser several times over the last few years.
In addition to being a Chartered Financial Planner he is working towards becoming a Fellow of the Personal Finance Society and a Certified Financial Planner. He keeps up to date with financial planning legislation as part of his ongoing professional development.
Outside of work, George plays football and cricket at weekends, is a keen student of history, and enjoys spending time with his wife and young children.
Areas Of Expertise
- Investments
- Pension Planning
- Protection requirements
Qualifications
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Pension Transfer Advice
- Certificate in Discretionary Investment Management
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. George works from our office in Leeds and has clients in areas such as:
George Hicks locations
George Hicks map
- York
- Wakefield
- Beverley
- Ilkley
- Wetherby
- Solihull
- Widnes
- Liverpool
- Lytham St Anne's
- Ellesmere Port
- Northwich
- Nottingham
At a glance
- Chartered Financial Planner
- Working in financial advice since 2017
George has helped me by listening to my needs and offering information and expertise. He has given me huge confidence that my money is working for me. He has also taken time to understand my needs and wants and judges his level of involvement extremely well.
June 2024
George has been extremely helpful, very professional and easy to talk to, explains things in a simple way, and is always on hand if needed, nothing is too much trouble and makes you feel that he really cares.
December 2023
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view George's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
George is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.