Client Relations

Georgia Linfield

On the job

Georgia supports client relations at Bluecoat Wealth Management, bringing a thoughtful, people-first approach to the team.

With a background in healthcare, customer service, and office management, she combines strong organisational skills with a natural ability to make others feel at ease.

Keen to broaden her knowledge in a new industry, she’s enjoying the opportunity to learn more about financial services while building on the skills she’s already developed.

Her day-to-day work involves creating a warm, efficient experience for clients — from helping new clients get started smoothly to ensuring annual reviews are timely and hassle-free.

Georgia also keeps the office running smoothly behind the scenes, taking care of supplies and organisation so the wider team can stay focused and productive.

In Georgia’s free time

Outside of work, Georgia’s energy doesn’t slow down! A former professional dancer, she spent years performing and sailing the world on cruise ships. She’s also a qualified personal trainer and flexibility coach.

Now, when she’s not chasing after her young son, she enjoys weekly adult ballet and jazz classes, as well as weekend walks and coffee outings with her partner.

Georgia’s dislikes

  • Swimming
  • Being cold
  • Early mornings
  • Wasps and bees
  • When her child wakes up in the night

Meet your team

Bluecoat Wealth Management
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