Primarily operating from the London office, George is an experienced Private Banker who manages a highly diverse and far-reaching portfolio of clients located across the country. His clients and their specific needs span a variety of industries, and George provides each individual with bespoke financial advice regarding their banking, lending and investment-related requirements, finding tailored solutions that enable them to realise their personal objectives and aspirations. Craig Pokroy, Senior Private Banking Executive, principally works alongside George, supporting the management of the portfolio.
While George originally joined Weatherbys Private Bank in 2010, he spent a few years away at HSBC Private Bank, where he looked after many aspects of clients’ financial affairs. Since returning in 2017, George has continued to expand his portfolio but especially dedicates time to furthering the Private Bank’s presence in the South West of England.
Accompanying George’s significant Private Banking experience are the professional qualifications he holds, including the Certificate in Mortgage Advice and Practice (CeMAP) and the Investment Advice Diploma (IAD). George is also an Associate Member of the Chartered Institute for Securities and Investments.
Within Weatherbys, George enjoys building strong relationships with his clients and their families as this thorough understanding enables him to support them in all aspects of their lives. Meanwhile, when he is not working, George can either be found on the golf course, or watching or playing cricket.