George Smart

George works with individuals, families and business owners to help them make informed decisions about their finances and plan for the future with confidence. George's approach is built around getting to know each client, understanding their circumstances and priorities, and developing a financial plan tailored to their individual objectives. George aims to make financial planning straightforward and accessible, helping clients understand their options and feel confident about the decisions they make. Whether you are building wealth, preparing for retirement, thinking about your family's long-term financial security or balancing your personal finances with the demands of running a business, George believes that having a clear plan can help you make better-informed decisions at every stage of life. George joined Walker Crips Financial Planning in July 2022, having studied Mathematics at the University of York. He holds the Diploma in Regulated Financial Planning from the Chartered Insurance Institute and is actively working towards achieving Chartered status. Based in York, George welcomes the opportunity to speak with individuals, families and business owners who would like to take a more structured approach to their financial planning.