About Blincoe

We are an IFA (Independent Financial Adviser) firm but are best described as Financial Planners. 

We’re based in Cheltenham, but thanks to video meetings we have clients all over the country. 

We believe good advice is about keeping things simple, low cost and tax efficient. We aim to be relentlessly responsive. And fully transparent. 

George Taylor, CFA

I founded Blincoe Financial Planning in 2023, almost fifteen years to the day since starting in the finance industry (my first day was the bankruptcy of Lehman Brothers – a baptism of fire to say the least). 

I originally come from Bury (not the St Edmunds one), went to university in Bath, worked in London for ten years in investment banking, before emigrating down the M4 to Cheltenham and embarking on a career in Financial Planning in 2018.

It’s taken a decade-and-a-half to get here, but in Blincoe Financial Planning, I’ve found something that I genuinely love. It’s a pleasure and a privilege to meet with new and existing clients, and to help them make the most of their financial resources to live their very best lives. 

Guy Davis, CFA

I joined George on this exciting journey in early 2024. Having started my career in private client wealth management (just before the crash in 2008) I spent 15 years as an institutional equity portfolio manager, running both global and US only portfolios and public funds. 

Having then moved into private company investing, I took on a small wealth manager in Texas, where I spent 5 years growing the business before a successful sale to a larger local firm. 

Now back in the UK with my young family (and dog) I’m really excited by the two missions we have at Blincoe: firstly to greatly improve how financial planning is delivered, and secondly to provide a supportive and growth focused environment in which high quality planners themselves can thrive. 

Kirsten Marx, Financial Planner

I joined Blincoe Financial Planning in 2025, bringing with me several years of experience as a financial planner in both Cambridge and Dorchester with a large wealth management firm.

What I love most about this work is helping clients and their families feel more confident about their financial future. I’m passionate about creating clear, practical financial plans that support people through life’s big decisions — whether that’s preparing for retirement, navigating change, or passing wealth on to the next generation.

I have a particular interest in Inheritance Tax planning, and I enjoy using the latest financial planning software to bring conversations to life — making complex topics easier to understand, and helping clients take action with clarity and confidence.

Rachel Pilkington

Hi, I’m Rachel, Blincoe’s trusted support system. With a natural talent for time management and a passion for efficiency, I specialise in keeping things running smoothly behind the scenes. 

Whether it’s coordinating busy diaries, planning itineraries, managing correspondence, or ad-hoc projects, I love nothing more than ticking off a to-do list. 

With several years of experience supporting small businesses and entrepreneurs I thrive in my role and I feel lucky to have found a career that I love so much.

Anum Waqar

Hi, I’m Anum and I support the team at Blincoe behind the scenes; making sure everything runs smoothly for both clients and George.
With a background in financial services, I specialise in managing processes, tracking progress, and keeping things organised.
I’m passionate about building strong relationships and making life easier for the people I work with.
I love being part of the team here at Blincoe that values clarity, kindness and doing things properly.