Commission-led advice survived for decades because clients couldn’t see how it worked. That’s changing quickly, and clients are now asking a question some firms will find hard to answer.
A few years ago, an executive leader or business owner might ask about performance, or what we’d do differently with their portfolio. Now they arrive having run their existing arrangements through an AI assistant, often more than once, and they ask something much sharper: who else gets paid when I follow your advice?
That question used to take years of disappointment to reach. Now it takes an evening. For an industry that has relied on complexity to keep its economics out of view, that’s a significant shift, and I don’t think many firms have fully absorbed what it means.
Georgina is a Chartered Financial Planner and Director of AES’s Financial Life Management team in Dubai. A first-class graduate of King’s College London, she combines analytical rigour with a genuine curiosity about the people and families she works with.
She spent nearly a decade at Saunderson House, working with partners at leading international law and accountancy firms, including Clifford Chance, Freshfields, and PwC, as well as FTSE 100 board members, entrepreneurs, and high-net-worth families.
Georgina understands that every client’s circumstances, ambitions, and priorities are unique. She combines technical excellence with practical, tailored guidance to help busy professionals navigate complex financial decisions with clarity and confidence.
Chartered Financial Planner (APFS)
Diploma in Financial Planning (DipPFS)
Certificate in Financial Planning (CertPFS)
CF30 Authorised
