Georgina Wilkinson

BA (Hons) APFS

With over 10 years of experience in the financial services industry as a Chartered Financial Planner, I specialise in providing tailored, tax-efficient financial strategies with a focus on offshore investments. Based in Dubai, I am committed to helping clients feel more confident about their financial future.
I balance my career with family life, raising two beautiful girls while embracing the opportunities and challenges of expat living. I understand firsthand the financial considerations that come with relocation, career transitions and planning for the future.

E-Briefing Service

Location : United Arab Emirates

+971 4 836 0451

+971 585732645

About

I have worked with St. James's Place for over 10 years and provide holistic advice to my clients, helping them with solutions to the financial issues that concern them and their families the most.

I strive to provide the reassurance individuals are looking for across the Dubai region, where many are expats seeking ongoing support to optimise their wealth and opportunities for themselves and their families.

I am able to support clients in:

Tax planning
Investment planning
Retirement planning
Protection planning
Financial Education
Employee Financial Wellbeing
Financial Advice for Businesses
Inheritance Tax Planning

Whilst I work for St. James's Place (Middle East) Limited in the United Arab Emirates for my clients, I also have a team throughout the UK and Asia via the licensed Partner Practice, Sovereign Wealth Ltd. You can find out more about Sovereign Wealth Ltd by clicking here Wealth Management in Hong Kong.

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

Whatever your financial goals, create an investment strategy that helps meet your needs.

Create a legacy that will last for years and generations.

Selecting mortgage arrangements consistent with your wider financial plan.

Life insurance and protection products to help safeguard all that you hold dear.

Our repatriation service helps arrange your affairs in order to aid your return to the UK.

Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.

More about St. James's Place

A number of carefully selected external managers of outstanding ability manage our client funds.

The Charitable Foundation is the charitable arm of the St. James's Place Group.

It’s not all about winning awards, but we are pleased that we have been recognised over the years, both by the wealth management industry but more importantly, by you.

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.

Members of the St. James's Place Partnership in the Dubai International Financial Centre (DIFC) represent St. James's Place (Middle East) Limited, which is regulated by the Dubai Financial Services Authority (DFSA) Firm Reference Number F003486 and is authorised to conduct the Financial Services of ‘Advising on Financial Products’ and ‘Arranging Deals in Investments’.

The ‘St. James's Place Partnership’ and the titles ‘Partner’, ‘Senior Partner’, ‘Principal Partner’, ‘Managing Partner’, and ‘Partner Practice’ are marketing terms used to describe the representatives of the St. James's Place Wealth Management Group Limited, including St. James's Place (Middle East) Limited.

Georgina Wilkinson