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George Square welcomes two new faces to the team

George Square team

We’d like to wish a warm welcome to Daniel Taylor and Sophie Marshall, who have joined the George Square team during this ongoing period of strategic expansion for the firm.

About Daniel

With over ten years’ experience in the financial services industry, Daniel Taylor joins the team as an independent financial adviser following our acquisition of Taylor McGill.

Daniel initially joined Taylor McGill in an administration capacity whilst completing his qualifications to become IFA. He has been practicing and working alongside clients since 2013. His expertise lies in supporting clients who have inherited wealth and are looking for financial guidance, as well as in providing retirement and later life planning advice.

Daniel says: “Considered planning, sound investment management and the strong ethos of partnership lie at the heart of what George Square does, and I know it carries these values throughout all aspects of the business.

“I am excited to be joining the firm during this period of high growth, and feel confident that George Square’s comprehensive service offering, strong team environment and client-centric approach will enable me to give my clients the very best of service.”

Find out more about Daniel here.

About Sophie

We’re also pleased to welcome Sophie Marshall to the team as an administrator. A natural problem solver with a keen eye for detail, Sophie will provide day-to-day administrative support to our team of financial advisers.

Having worked in financial services for four years, Sophie began her career aged 17 as an apprentice. Since then, she has worked within the industry to develop her skillset and gain valuable experience and knowledge of the sector.

Sophie says: “George Square is a highly reputable financial advice firm, and I am looking forward to learning from its expert team of advisers, further expanding my industry knowledge, and developing trusted relationships with all the clients I work with in my role as administrator.”

Find out more about Sophie here.

Ready for your next career move? If you’d like to make a speculative application to join the George Square team, send us an email with your CV or give us a call.

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For further information on how George Square Financial Management can help you protect and build on your finances, please complete the enquiry form below.

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