George Taylor
Founder & Chartered Financial Planner @Blincoe Financial Planning
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WORK HISTORY
Founder & Chartered Financial Planner @Blincoe Financial Planning
Cheltenham, GB
I founded Blincoe to offer a better model for financial advice — one built around transparency, fixed fees, and smart, human-first planning.I lead our growing team and work directly with clients to turn wealth into a tool for living a better, freer life including- Retirement and pension planning- Investment strategy, including VCTs & EISs- Inheritance tax and estate planning- Protection (life, income) and cashflow modellingSince launching Blincoe, we\'ve grown to a team of five and continue to expand our reach by combining technical expertise with clear, outcome-focused advice.
EDUCATION
University of Bath
BSc (Hons) Economics, Economics
ABOUT GEORGE TAYLOR
Financial planning isn’t really about money — it’s about freedom. The freedom to choose how you spend your time, support your family, and live life on your own terms.As a Chartered Financial Planner in the UK and CFA charterholder, I help professionals, families and business owners achieve financial clarity, security, and long-term peace of mind. At Blincoe Financial Planning, we specialise in holistic financial planning that’s tailored to your real-world goals.Our approach combines deep technical expertise with personal, jargon-free advice. Whether you\'re preparing for early retirement, investing for future goals, or looking for efficient ways to pass on wealth, we build strategies that give you confidence and clarity.Our services include: Retirement planning advice & pension strategies Strategic investing (including VCTs & EISs) Inheritance Tax and estate planning Family protection (life cover, income protection, etc.) Cashflow modelling & scenario planningBefore launching Blincoe, I spent 10 years as a cash equity trader at HSBC and Credit Suisse — experience that now allows me to cut through the noise and help clients make smart, practical financial decisions.We’re now a growing team of five, but our ethos remains unchanged: independent financial advice that puts people, not products, at the centre of every plan.Outside of work, you’ll find me chasing after my two young sons, converting them to Oasis one singalong at a time, or rewatching the 2005 Ashes like it’s the first time.Want to explore how we could help you?Visit blincoe.uk or message me here to book a free discovery call.
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