Little and Georgiou Independent Financial Advisers were established in 1989 by Richard Little and Jason Georgiou. Based in Halifax, our offices are the amalgamation of buildings 8, 9 and 10 Lane Ends Terrace, having undergone conversion in 2007/08. We have four Advisers who are supported by a team of office based Administrators.

At Little and Georgiou we provide high quality advice to personal and corporate clients throughout the UK. We have built a reputation for hands-on, client-focused solutions through the service we have given to generations of clients over many years. Our friendly and personal approach means that many of our clients have been with us since Little and Georgiou was formed.

 

We do not advertise and we do not cold-call. The overwhelming majority of our new clients are referred to Little and Georgiou by existing clients or professional introducers.

We operate on a fully independent basis in line with the Treating Customers Fairly (TCF) principles and the Retail Distribution Review (RDR) requirements of our regulator, the FCA. We have full Disclosure Documents outlining the levels of service we provide to our clients along with the associated costs. We are able to take payment through an Adviser Fee option or by a direct fee from our clients for the work carried out.

 

Little and Georgiou have developed good working relationships with other professional advisers and specialists who can be called upon to assist our clients. These include solicitors, accountants, mortgage advisers and general insurance practitioners.

For our clients' peace of mind, we have a robust Complaints Procedure and our clients are covered by the Financial Ombudsman Service and through the Financial Services Compensation Scheme where appropriate. Little and Georgiou has all of the required Professional Indemnity, Consumer Credit and Data Protection Licences. Our Advisers are members of the Chartered Insurance Institute, the Chartered Institute for Securities & Investment and the Personal Finance Society.