George’s role at Logic Wealth Planning is to ensure that the company and all it’s processes and activities, meet and exceed business requirements as well as the vital regulatory requirements which professionally safeguard and protect the interest of our clients. This is a busy and demanding position requiring him to interact with every part of the company to ensure that our business is run in a fully compliant and well regulated way.
George is a member of the Association of Professional Compliance Consultants (APCC) and has over 20 years’ experience of providing extensive professional support to various financial organisations. This has focused on important areas such as Governance, Risk and Compliance, Training and Competence and Money Laundering and has included George writing numerous processes and procedures as a technical author for the financial services industry.
He also works closely with the Financial Conduct Authority (FCA) whose role is to ensure that consumers get a fair deal from financial firms and that the behaviour of both retail and financial services firms is in line with the standards that the consumer expects.
In his spare time George keeps fit by regularly practising yoga and also enjoys playing golf with friends and colleagues, often supporting charities by attending golf days in the UK and overseas. In his spare George enjoys relaxing with his partner over a good meal and a bottle of wine, and when time permits they enjoy travelling overseas, with India a favourite destination and a great way to escape the colder winter months in the UK.