Georgina Dormer

We were delighted to welcome Georgina to the team in 2019.

Georgina manages our financial accounts and the operations associated with running the business, often leading on project work. Georgina is extremely organised with high attention to detail.

Having worked previously running company accounts, and in her earlier career in property sales, Georgina brings a range of transferable and essential skills to the team. Georgina works closely with Carrie and together they help ensure the smooth running of the offices and allows the financial planners and client managers to focus on looking after our clients' financial planning and ongoing wealth management.

Interests
Georgina lives locally to our West Woodhay office and enjoys countryside pursuits with her family. She has a passion for horses and spends much of her time with her ponies and Pebbles the Shih Tzu.

Georgina has enjoyed taking part in a variety of charity events and since joining us. Essential Wealth has raised and donated over £65,000 for charity since 2006. In recent years, Sonia has persuaded the team to undertake various challenges and for 2025, this time instigated by Marc, we will be running 10 x 10k runs. Our chosen charity for 2025 is the Newbury Soup kitchen, supporting homeless, lonely and vulnerable adults in West Berkshire.