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Partner - Financial Adviser, Calder Davis Wealth Management
George‘s professional bio / interests
I Co-Own and run a holistic financial planning business, we focus on helping “good people who do well” organise their financial affairs for maximum tax efficiency and inter generational planning to create that long lasting legacy. Personally I specialise in helping business owners, with their personal and business planning such as tax efficient profit extraction, business protection and ultimately dealing with the proceeds of an exit for how this can be structured and also how to plan with these proceeds to provide for them and their families for generations to come. Avid golfer, bit of a foodie and compete within CrossFit.
I’d like help with…
Connecting people who can help each other Financial / Tax “out of the box” planning ideas
An interesting, or unusual fact(s) about me…
Not yet provided
I live in
A career highlight
Being made redundant in the pandemic and deciding to double down and start my own business.
21 August, 2023