Chartered Financial Planners

Progressive Home Up

 

 

 

George Chakko-George BSc(hons) APFS - Chartered Financial Planner - has been in the industry and has worked in a team with Robin since 1995, prior to the establishment of Progressive in 1997. 

Professional qualifications:

George is a Chartered Financial Planner. In addition to the standard Financial Planning Certificates and Mortgage Adviser qualifications and an honours degree in Financial Economics and Statistics, George also has Advanced Financial Planning Qualifications in the following:-
 
Taxation & Trusts
Personal Investment Planning
Long Term Care, Life and Health Protection
Holistic Financial Planning
Retirement Options
Pension Investment Options
Savings & Investments
Investment Portfolio Management
Lifetime Mortgage Activities*
 
 
Other Professional Memberships include:
Personal Finance Society
National Association of Commercial Finance Brokers
Association of Independent Financial Advisers

 

 

Interests

George's time outside of the office is fulfilled by an active and committed involvement in church, running a school football club and a keen participant in sport but only as time allows from the demands of his young family.

 

 

 

 

 

The FSA do not regulate some forms of tax planning.

 

*This is a Lifetime Mortgage.  To understand the features and risks ask for a personalised illustration.

 

Your home may be repossessed if you do not keep up repayments on your mortgage.