Georgina Syrett

Colleagues and Culture Officer

01249 591 526

georgina.syrett@hartsfield.co.uk

Wiltshire Office

Professional

I joined Hartsfield in 2016 as an Administrator before working my way up to the role of Paraplanner and subsequently completing the Level 4 Diploma in Regulated Financial Planning (DipPFS). At the start of 2024 I moved into the role of Colleagues and Culture Officer and am currently undertaking the ILM Level 5 Certificate in Coaching and Mentoring.
Before joining Hartsfield I worked at Nationwide for 4 years after leaving my “previous life” in entertainment.

Statement of professional standing

All financial planners and advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified for the position and have carried out the required amount of Continuous Professional Development (CPD).

Click here to see Georgina's Statement of Professional Standing

Qualifications

You can see the qualifications Georgina holds by clicking the button below.

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Qualifications

Financial Services, Regulation and Ethics (R01)

Assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Investment Principles (R02)

Assesses a knowledge and understanding of investment products and the application of the investment advice process.

Personal Taxation (R03)

Assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

Pensions and Retirement Planning (R04)

Assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Financial Protection (R05)

Assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

Financial Planning Practice (R06)

Assesses advisers financial planning capabilities. Tests the practical application of technical knowledge and planning skills already gained, supporting the provision of competent and appropriate advice.

Diploma in Regulated Financial Planning – DipPFS

The Level 4 Diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

What matters most

What matters most to Georgina about working for Hartsfield

I like working for a small (but growing) company and the ‘family’ feel that comes with it – you are not just one of a number. Hartsfield, as a company, always strive to “do the right thing” both for clients and employees alike. I feel that this is very important for building trust and unfortunately is not an ethos that all companies employ nowadays. Hartsfield has given me the opportunity to re-train in a second career and the support to develop and progress in my role and through the company. Hartsfield also allows a lot of flexibility around work which is something I am very grateful for (as Joy West put in my interview, “re-claim my life!”).

What matters most to Georgina about her specific role?

I am really passionate about helping people to progress and develop both within their roles, and personally, and I think that Well-Being and Mental Health, along with the potential for progression that Hartsfield offers, are key to ensuring that people have the resources and opportunities to do this. I am keen to ensure that everyone is heard and is comfortable expressing their thoughts and opinions in a safe environment and am really excited about what the future holds!

What matters most to Georgina outside of work?

Outside of work, most of my time is spent with my husband, and our family and friends. My previous career didn’t allow for a lot of time off, so we love to make the most of our evenings, weekends and annual leave, by socialising with family and friends and also going on holidays. I love all types of music and often take part in concerts and musical productions.

Get in touch

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