Our Story.
Hi, my name is George..
I am a Chartered Financial Planner and the Founder of Molveno Wealth Planning.
My personal finance journey started in South Devon where I grew up. I was a slightly strange child who loved mental maths and would try and work out compound interest using my savings passbook. I was introduced to investing by my grandad when I was a teenager, and then spent a lot of time researching investment options for the money I earned at my part-time job at Costa. I then moved to the Midlands to study Accounting and Finance at the University of Birmingham.
I discovered financial advice as a potential career path by watching a YouTube video from a well known Chartered Financial Planner called Pete Matthew, who I have a lot to thank for. Before starting my own business in 2023, I worked as an Independent Financial Planner at a successful regional Independent Financial Advice firm.
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In the interest of ‘Practicing what I preach’, I took the big decision to leave the world of employment and build a dynamic, modern independent financial planning business that is set up to help people for decades to come.
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I absolutely love my job. Being able to help people make similarly life changing decisions, achieve financial independence and give them piece of mind along the way is incredibly satisfying.
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These days I live in Worcestershire with my wife, daughter and our Welsh Terrier Harvey. Outside of work, I enjoy spending quality time with my family and friends, and playing and following various sports including tennis, football (Arsenal) and American football (Green Bay Packers).
Our Non-Negotiables.
Your Financial Adviser being trustworthy, knowledgable and honest with you goes without saying. As well as everything that you would expect, we have made a commitment to always be:
Interactive.
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We will build your financial plan together, it is a two way process.
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You will receive truly bespoke advice tailored to you, your situation and your preferences.
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We can show you visually how different choices could change your financial position.
Accessible.
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We want more people to be able to receive financial advice, our fees were set with this in mind.
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You can tell us how best to work with you, everyone is different.
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We have a specialist proposition ideal for business owners with limited personal assets.
Independent.
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We always give unbiased advice.
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We can access the whole market.
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We are not owned by or connected to any company that we recommend to you.
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We are a member of ValidPath, the network for Independent Financial AdvisersTM .
Forward Thinking.
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We are efficient, tech-enabled and adaptable, setting us up to advise you for decades to come.
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We keep ahead of industry developments to determine how we can improve what we do.
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We avoid short-termism with our business model and our clients.
Molveno Wealth Planning is proud to partner with the Global Returns Project (GRP) to offer high-impact climate and nature charitable giving to clients. Advised by leading environmental scientists, GRP selects and assesses a diverse portfolio of best-in-class climate and nature charities. Clients can donate to GRP, which distributes 100% to its selected charities, without deductions. All donors receive detailed impact reports from GRP every six months.
