our People
George Richardson DipPFS CertPFS(DM)
Paraplanner team leader
George leads the paraplanning team at MAC Financial, ensuring that all technical support provided to Independent Financial Advisers (IFAs) meets the highest standards.
A qualified and experienced paraplanner, George combines strong technical skills with a client-centered approach. He joined MAC Financial in 2023 and quickly established himself as a valuable team member dedicated to precision and excellence in financial planning.
In October 2023, George achieved the Diploma in Regulated Financial Planning, marking a significant step in his professional development. His hard work and dedication were recognised by the Chartered Insurance Institute (CII) when he won the ‘Young Achiever of the Year’ award in 2024, a testament to his commitment and expertise.
Areas of expertise
- Paraplanning
- Report writing
- Investment analysis
- Pension analysis
Qualifications
- CII Diploma in Regulated Financial Planning