QFA
Qualified Financial Advisor
Meet the Advisor
Meet Georgina Roche
Financial Planner | Wealth Strategist | Director
About Georgina
Helping clients build long-term financial clarity and confidence
Georgina Roche is a Qualified Financial Advisor who holds the designations of Specialist Investment Advisor (SIA) and Retirement Planning Advisor (RPA) and multiple business qualifications. Georgina has a strong passion for helping individuals, families, and business owners create long-term financial clarity and confidence through structured financial planning.
With extensive experience across pensions, investments, protection, estate planning, and business financial planning, Georgina works closely with clients to develop practical and tax-efficient strategies tailored to their individual goals and circumstances.
Her approach is centred around understanding the full picture of a client’s financial life and building coordinated financial plans designed to protect, grow, and sustain wealth over the long term.
Georgina is passionate about financial education and empowering clients to make informed financial decisions with confidence.
Connect with Georgina on LinkedIn
Professional credentials
Qualifications you can rely on
SIA
Specialist Investment Advisor
RPA
Retirement Planning Advisor
Areas of expertise
Practical, tax-efficient strategies
Georgina has extensive experience helping clients across all the key areas of personal and business finance:
Pensions
Investments
Protection
Estate Planning
Business Financial Planning
Her goal is simple
To help clients feel organised, protected, and in control of their financial future.
Georgina Roche, Director
From the blog
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Latest insights
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Pensions
Leaving Employment or Facing Redundancy? What Are Your Pension Options?
Changing jobs or facing redundancy? Understand your options for an old company pension, from leaving it where it is to a refund, a PRSA or a Personal Retirement Bond.
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Financial Planning
How Interest Rate Changes Affect Your Financial Plan
Interest rate moves reach further than mortgage repayments. How they touch savings, investments, pensions and business borrowing, and what to review when they shift.
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Investments
Investing During Economic Uncertainty: Why Staying the Course Matters
Why moving to cash when markets fall often costs more than it saves, and the questions worth asking about your investment strategy during uncertain periods.
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