Originally developed as an internal tool developed for professional and organizational communications, Slack has continuously evolved and introduced broader functionality at regular intervals. I want to cut through those complexities.Slack entered the ecosystem’s collective consciousness in 2021 when Salesforce announced an acquisition of the instant messaging program. They can get phased with all the different options and products that are out there. I find it fascinating being able to help people. “I’ve done financial planning all of my life. He joined RBC Brewin Dolphin in 2010 and is proud of helping grow the Financial Planning team in Newcastle. He has also worked for Scottish Widows, HSBC as Private Client Manager and MHA Tait Walker as a Senior Pension Consultant. He began his financial services career as a Trainee Financial Manager at the Woolwich Building Society in 1986, moving up to Branch Manager.

George is a Chartered Financial Planner, a Fellow of the Personal Finance Society and a Member of the Chartered Insurance Institute. As such he has close relationships with the Newcastle office’s Investment Management team.

His work often revolves around major family life events which need some careful planning, such as retirement, changing job, getting an inheritance, wanting to make a gift and death. This includes helping with lifestyle financial planning, wealth management, retirement planning, inheritance tax planning and trusts. George is a Financial Planner in the Newcastle office where he advises a wide variety of clients.

Slack planning