Something has changed in the first meetings I hold with new clients, and it happened fast.
Two years ago, a senior executive or business owner would arrive with questions. Where should the pension sit if we move again? What does an exit mean for the family’s tax position? Increasingly, they arrive with answers. A product name, a structure, sometimes a full strategy, assembled over several evenings with an AI assistant.
I understand why. These tools are remarkable. They explain complex financial mechanisms clearly, at any depth, at any hour, for nothing. In twenty years of advising international families, I’ve never seen clients arrive so well informed, and I mean that as a genuine compliment to them and the technology.
But something important is getting lost in the translation from information to decision, and it’s worth talking about.
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