Financial Clarity,
From People Who Care

Blincoe Financial Planning is an independent, fixed-fee financial planning firm based in Cheltenham, United Kingdom.

The firm provides retirement planning, investment advice, estate and inheritance tax planning, risk and insurance advice, and cash-flow modelling.

Blincoe works predominantly with high-earning professionals with over £150,000 in investable assets, and with retirees or pre-retirees who have more than £500,000.

Fees are fixed, transparent, and range from £200 to £500 per month depending on complexity.

Blincoe Financial Planning was created to offer a modern, human-first approach to planning that genuinely supports you through life’s big financial decisions.

We believe advice should be clear, support should be proactive, and fees should be fair.

We’re proud to deliver financial planning that helps you feel confident about your future, and good about the people guiding you there.

Why Blincoe Was Founded

We saw too many people paying too much for too little. Too many advisers focused solely on gathering client assets, not on what’s really best for people.

Blincoe was built to fix that.

We help you understand your finances clearly, make informed decisions, and build a plan that works for your life today, and for everything coming next.

Meet the Team

Clear heads. Sharp minds. Good people.

Our team brings together financial experience, friendly service, and a shared passion for helping clients live well. We take the work seriously, not ourselves.

Group of four professionally dressed people standing in front of a graph or chart.
  • Portrait of a man with short light brown hair, glasses, and a slight smile, wearing a collared shirt and a dark jacket against a light blue background.

    George Taylor, CFA, APFS

    FOUNDER & FINANCIAL PLANNER

    I launched Blincoe in 2023, almost 15 years to the day after starting my career in finance, which began on the same day Lehman Brothers collapsed. A dramatic start.

    Originally from Bury, I studied in Bath, spent a decade in investment banking in London, and eventually relocated to Cheltenham to retrain as a financial planner in 2018.

    It took me a while to find the right fit, but Blincoe brings together everything I value: real conversations, clear advice, and helping people live their best financial lives.

  • A smiling man with dark hair, wearing a beige blazer and a white shirt, standing against a light blue background.

    Guy Davis, CFA

    COO

    I joined George at the start of 2024 after a career spanning private wealth, institutional investing, and small business leadership. I’ve managed equity portfolios, helped grow a Texas-based wealth firm, and now I’m back in the UK with my young family.

    What excites me most about Blincoe is our mission: to change the way financial planning is delivered, and to create an environment where great planners can thrive.

  • A woman with blonde hair smiling in front of a light blue background.

    Kirsten Marx

    FINANCIAL PLANNER

    I became part of the Blincoe team in 2025, having spent several years as a financial planner with a large wealth management firm in Cambridge and Dorchester.

    What I love most about this work is helping clients and their families feel more confident about their financial future. Whether it’s preparing for retirement or passing on wealth, I’m here to make big decisions feel easier.

    I have a particular interest in Inheritance Tax planning, and I enjoy using the latest planning tools to bring clarity to complex topics.

  • Woman with blonde hair, wearing a dark blazer and white shirt, smiling, against a light blue background.

    Rachel Pilkington

    CLIENT OPERATIONS & EXECUTIVE ASSISTANT

    Hi, I’m Rachel - Blincoe’s behind-the-scenes support. I love bringing order to busy diaries, managing logistics, and keeping things running smoothly for both clients and the team.

    With years of experience supporting small businesses and entrepreneurs, I thrive on structure, efficiency, and ticking off a to-do list (or ten). I’m proud to support a business that puts people first.

  • A woman with long black hair, wearing a black turtleneck, smiling against a light blue background.

    Anum Waqar

    TEAM ASSISTANT

    Hi, I’m Anum. I support the team at Blincoe behind the scenes, making sure everything runs like clockwork. With a background in financial services, I’m focused on keeping processes tight, communication smooth, and clients well looked after.

    I’m passionate about building strong relationships and helping both the team and clients feel confident that nothing is missed.

A little bit of history

Blincoe Financial Planning is named after George’s great, great, great, great grandfather Robert Blincoe (1792-1860). You probably haven’t heard of him, but you’ve definitely heard of him by another name….

Robert was born out of wedlock into extreme poverty in St. Pancras London, which at the time was a rural district. At the age of four, he was abandoned to the workhouse, never to see his family again. At seven he was sold as a child labourer to a cotton mill owner and transported by horse and cart two hundred miles north to work and live at the notorious Litton Mill Derbyshire, one of the cotton mills of the dawning industrial age. 

Despite suffering years of unrelenting abuse and the most extreme deprivation, he remained unbroken and determined to improve his lot. In 1814, at the age of 22 he left Litton Mill to make his own way in the world. Travelling by foot, he eventually found his way to Manchester where the Industrial Revolution was in full swing. 

Against all the odds, and with sheer tenacity, innate intelligence and backbreaking work, Robert eventually achieved some prosperity albeit with some ups and downs along the way, including the destruction by fire of his business premises and a short spell in Lancaster jail as a debtor. He became a property and business owner and an employer of others. He educated himself. He found a wife, Martha, and was able to fund the education he never had for his three children. This included the education at both Oxford and Cambridge Universities for his son Robert, who became an eminent clergyman. 

Incensed by the brutal treatment he and many thousands of child labourers received at the hands of the mill owners, Robert joined the campaign to protect them. A memoir of Robert’s early harrowing life was published in 1828 and in 1833 he himself gave evidence to the Parliamentary Royal Commission which eventually led to much needed reform.

At that time, Charles Dickens was employed as a parliamentary reporter for a series of newspapers and spent long hours immersed in the major social and political issues of the day. Robert Blincoe’s story was well known to him and a significant influence of his novel Oliver Twist, published three years later in 1836. 

Robert Blincoe was The Real Oliver Twist