Jade Georgiou - Financial Adviser

I’m Jade Georgiou, a CII Diploma qualified financial adviser and I love to listen. Getting to grips with finances can be tricky for many reasons:

1.

Are you a high- or additional-rate taxpayer or business owner who wants to maximise your wealth by investing as tax efficiently as possible? Do you fully understand your current financial position and how to achieve your medium to long term goals? It’s impossible to keep up with all the changes to rules and regulations
2. You are great at what you do, but finances aren’t your strength area
3. You

simply don’t have the time to sort it out yourself. Whatever your reason for putting off looking at your finances, imagine how good it will feel to finally get everything in order and working hard for you. I love to talk as well which is why I enjoy having such a people focused job, but my superpower is providing a safe space for you to discuss your money matters, where I listen carefully and without judgement. My other superpower is my honest, down-to-earth style which creates trust – my clients know that I will never promise something I can’t deliver. It doesn’t matter how complex your personal or business life might be, I’ll be by your side to provide you with timely, accurate information to facilitate your decision-making process. Having a lifelong relationship with a financial adviser can transform the way you live your life and your family’s future life prospects. Save time, reduce stress and get access to the whole market with ease. Below are some of areas I can help with:

· Understanding how life events could change needs and goals
· Mortgage lending and establishing protection levels needed for life policies, critical illness,
income etc.
· Helping young couples become established and planning for the future
· Strategic and tax efficient wealth management (including the use of onshore and offshore
investments)
· Preparing for and moving through retirement
· Inheritance Tax mitigation
· Working with business owners to extract profits tax efficiently

Outside of work, I love to spend time with family and friends, walk, visit the gym and go out to eat. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

*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, more details of which are set out on the Group's website. SJP Approved 07/03/2025

Photos from Jade Georgiou - Financial Adviser's post

23/08/2025

💬 Got questions about protection? You're not alone!

We’ve rounded up some of the most common questions we get asked — and shared our answers!🙌

✨ Want advice tailored to your situation? Get in touch with us today! 👇👇👇
https://www.navigationwm.co.uk/contact

Navigation Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 24/06/2025

18/08/2025

💭 What if my income stopped tomorrow? Scary thought, but planning today prevents panic later. 🙌💪

Come have a chat - Contact us today! 👉
https://www.navigationwm.co.uk/contact

Navigation Wealth Management Limited is an Appointed Representative of and
represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 24/06/2025

14/08/2025

Did you know it's today? 🙌😁

Financial freedom starts with awareness. Understand your money, control your spending, and invest in your future. Every smart decision today builds a wealthier tomorrow. 🙌✨

26/07/2025

“That really relieved a lot of pressure for me and my family during that quite emotional time”

For Jason, protection insurance wasn’t just a policy, it was a lifeline when life took an unexpected turn. His story is a powerful reminder that true security means peace of mind, stability for your loved ones, and the confidence to face whatever comes your way.

Have you thought about how protection could secure your future?

Watch the full story here
YouTube- https://youtu.be/9cRYNtJcIVg
Website- https://www.navigationwm.co.uk/about/client-stories

Contact us today- https://www.navigationwm.co.uk/contact

Navigation Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 27/06/2025

23/07/2025

“It certainly impacted me and my family greatly when it did happen”

Hear Jason’s powerful story how protection insurance became his lifeline in a moment he never saw coming. This isn’t just about policies; it’s about peace of mind, security, and staying prepared for life’s unexpected turns.

Have you thought about how protection could secure your future?

Watch the full story here
YouTube- https://youtu.be/9cRYNtJcIVg
Website- https://www.navigationwm.co.uk/about/client-stories

Contact us today- https://www.navigationwm.co.uk/contact

Navigation Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 27/06/2025

11/07/2025

🔒 Top 5 Questions We Get Asked About Protection – Here Are Our Answers!🙌

Want more personalised answers? Contact us today!👇 https://www.navigationwm.co.uk/contact

06/07/2025

Watch how Lewis talks about protection and the value it gives to know the importance of protection insurance, urging everyone to understand their workplace sickness benefits, including what cover they’re entitled to and how long they’d need to be off work before support kicks in. It’s a must-watch for financial peace of mind.

Have you considered how protection could safeguard your future? 🙌

Watch the full story here👇
YouTube- https://youtu.be/7u8w4eL1D1s
Website- https://www.navigationwm.co.uk/about/client-stories

Contact us today- https://www.navigationwm.co.uk/contact

Navigation Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 13/06/2025

04/07/2025

“It gave me options”🙌

Watch how protection insurance gave Lewis the freedom to face life’s unexpected challenges—with options, support, and peace of mind.

Have you considered how protection could safeguard your future? 🧐

YouTube- https://youtu.be/7u8w4eL1D1s
Website- https://www.navigationwm.co.uk/about/client-stories

Contact us today- https://www.navigationwm.co.uk/contact

Navigation Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 13/06/2025

30/06/2025

💡Future-proofing your family’s finances today isn’t just smart—it’s an act of love. 💛

Small steps now can create security, freedom, and peace of mind for years to come. Who are you building a stronger future for? ✨

Contact us today - https://www.navigationwm.co.uk/contact

25/06/2025

“It wasn’t, you had stroke because X, it was, you had a stroke question mark”

Lewis shares his powerful journey and how protection insurance became a lifeline during one of life’s most unexpected moments. This isn’t just about policies—it’s about peace of mind, security, and being ready for whatever life throws your way.
Have you considered how protection could safeguard your future?

Watch the full story here
YouTube- https://youtu.be/7u8w4eL1D1s
Website- https://www.navigationwm.co.uk/about/client-stories

Contact us today- https://www.navigationwm.co.uk/contact

Navigation Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 13/06/2025

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Jade Georgiou - Financial Adviser

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