About Georgetown Wealth Management
As an independently owned firm, we are free to design and implement our own guidelines and philosophy without the influence and complications that a larger parent company can often bring. What follows are a few of our guiding values and principles which we believe are essential in successful wealth management.
Whilst we might be the experts when it comes to wealth management, we know that only you are the expert on your own finances and circumstance. We believe that in order to get the most from your finances a collaborative approach is a must. Moreover, an ongoing relationship is essential in order that we may adapt your plan to match your continually changing and evolving financial circumstances. In short, we aim to build a mutually beneficial partnership rather than to simply provide a service.
There are countless aspects to your financial situation that demand a personal approach in managing them. We understand that every client has different goals, a different risk profile, varying demands on accessibility, and so on. The plans we suggest are individually designed for your specific situation. We know that a copy and paste, one-fits-all approach to wealth management just doesn’t work. Any plan we offer you will be a precision tool specifically tailored to your situation, not just a broad attempt in the form of a blunt instrument.
Honesty, Integrity, and Rationality
Business is built on strong relationships and a good reputation, and the only way to ensure this is to treat our clients with respect and put them first. We will only offer a long-term, rational and impartial plan that works for you and your finances, and will not attempt to influence you according to our own priorities or interests.
Meet The Team
Paul, the founding partner of Georgetown Wealth Management, has 31 years of experience within the wealth management industry having been a financial adviser since 1988. After 9 years with Standard Life, Paul formed a very successful firm Reid Scott & Ross Ltd in 1997, throughout which he performed the role of Managing Director until its acquisition by Bellpenny in 2014. Paul remained at Bellpenny until 2016 in order to ensure a smooth transition following the takeover, before leaving to set up Georgetown Wealth Management.
Paul holds a BSc in Mathematics from Glasgow University, a diploma in financial planning and the more advanced financial planning qualification for Pensions (G60). His success within the industry is due to his hardworking, client-focused and honest approach to business. As his clients will testify, Paul is organised and reliable. When asked what he enjoyed about the job most, he said meeting and forming successful relationships with clients, and revisiting them over the years that follow.
Paul has been married to his wife Sharon for 27 years and have three children together. In his spare time he enjoys the gym, watching football, and when he isn’t playing his guitar he is listening to music instead. His claim to fame is when his University band once supported Altered Images in 1985 (when he had long hair!)
Ann has over twenty years’ experience working for Independent Financial Advice firms of various sizes throughout Scotland and England. She has worked at all levels of the industry from administrative roles to helping to set up and run IFA practices. Ann has in the past specialised in pensions and compliance, known for her attention to detail and priding herself in her technical abilities. Currently, she is working towards obtaining her Chartered Financial Planning status.
In her spare time, Ann enjoys socialising with friends, singing, or staying active through cycling, swimming, and badminton.
Sales Support Executive
Lindsay has over 16 years experience in the financial services industry working for one of the leading international Pension and Investment providers. Before joining Georgetown Wealth Management, Lindsays’ main role was focused on providing customer services across all pension products, primarily platform based new business. Her main area of expertise is centred around SIPP business however has knowledge on all other pension contracts too.
Lindsay also has many years’ experience dealing with Life and Investment products. Lindsay spends most of her spare time socialising with friends and going to the gym. She also enjoys walking and over the past few years has participated in many organised walks to raise money for charity.
Trainee Independent Financial Adviser
Molly is new to the Financial Services Industry and is working towards her Diploma in Regulated Financial Planning. She currently holds a BA Honours Degree in International Business and has several years’ experience providing excellence in customer service and care for a leading mobile telecommunications company to which she is excited to continue in her role of Independent Financial Adviser.
Molly’s university degree afforded her the opportunity to study and live in New York City for 6 months, where she gained invaluable insights into the financial world of Wall Street. She prides herself on being organised, reliable and enjoys a challenge.
In her spare time she enjoys socialising with friends, taking road trips and travelling to new parts of the world to experience new cultures and cuisines (as she is a massive foodie!). Although Molly is now a successful, career focused young woman – when she initially left high school she did consider enrolling in circus school, and can still model a balloon into an array of different animals.
When Louis is not hard at work in the office, he loves to bark at strangers, sniff lamp posts and show off his latest hair cut to his friends at the Park.
You will commonly find Louis wagging his tail – unless you are the postman or the Amazon delivery man!