Personal Finance Society
George Green is an Associate Financial Planner at London Wall Partners LLP since May 2024 and has been a Chartered Financial Planner with the Personal Finance Society since December 2023. Previously, George served as a Paraplanner and Trainee Financial Adviser at Saltus from January 2021 to May 2024, also undertaking roles in M&A Special Projects during this time. Prior experience includes working as an M&A Research Analyst at KINMONT LIMITED from December 2018 to May 2020 and as an Audit & Accounts Senior and Trainee Chartered Accountant at Lewis Golden LLP from August 2015 to November 2018. George holds a Bachelor of Science degree from Newcastle University and is a qualified ACA from ICAEW. Education was completed at Harrow School.
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Personal Finance Society
The Personal Finance Society (PFS) is the pre-eminent professional membership body for financial planners and those in related roles. With more than 40,000 members across the UK and internationally, the PFS encourages the highest standards of professionalism. The PFS is part of the Chartered Insurance Institute, a Royal Charter corporation founded in 1912, which comprises a group of companies that span the insurance and personal finance sectors