Business Details
Trusted Financial Advisers in Nottingham
George Square has been delivering independent financial planning solutions and mortgage advice to individuals and businesses for over a decade. Our approach combines professional expertise with a client-focused ethos, ensuring tailored strategies for wealth creation, preservation, and legacy planning. With a team of highly qualified advisers based in Nottingham, we specialise in pensions, retirement planning, tax-efficient investments, and mortgage solutions. Our commitment to building long-term relationships is rooted in transparency, integrity, and a deep understanding of clients' financial objectives.We prioritise measurable outcomes through diversified investment strategies, proactive tax planning, and comprehensive portfolio reviews. By maintaining partnerships with leading industry providers, we ensure access to cutting-edge financial products while upholding our core values of trust and accountability. Our heritage in financial advice positions us as a reliable partner for navigating complex financial landscapes.
Services
Investment Advice
Pension Planning
Mortgage Advice
Tax Planning
Business Protection
Highlights and features
- We have over a decade of experience in independent financial planning.
- Our client-focused approach ensures personalised wealth management strategies.
- We offer comprehensive tax-efficient investment solutions.
- Our team includes highly qualified and trusted financial advisers.
- We provide tailored mortgage advice for first-time buyers and businesses.
What people say
Expert advice
Trust and integrity
Proactive and delivers quality
Tax-efficient solutions
Personalised wealth management
Services
Investment Advice
Our investment advice service helps clients grow and protect their wealth through diversified strategies. We analyse existing portfolios, recommend tax-efficient solutions, and provide ongoing portfolio management. With expertise in equities, bonds, and trusts, we tailor investments to individual risk profiles and financial goals.
Pension Planning
Specialist pension planning ensures clients achieve their desired retirement lifestyle. We offer SIPP management, company pension reviews, and at-retirement strategies. Our advisers help optimise pension pots while minimising tax liabilities, providing clear forecasts and income drawdown options.
Tax Planning
Our tax planning service focuses on reducing liabilities through legitimate strategies. We advise on capital gains tax, inheritance tax, and income tax mitigation. By coordinating with accountants, we implement structures like venture capital trusts and enterprise investment schemes to maximise tax-free allowances.
Mortgage Advice
Independent mortgage advice covers first-time purchases, remortgaging, and buy-to-let investments. We help clients navigate government schemes, secure competitive rates, and understand mortgage protection insurance. Our team manages applications from start to completion.
Business Protection
Business protection policies safeguard companies against key person loss or shareholder changes. We design insurance solutions to maintain financial stability during transitions, ensuring business continuity and fair compensation for stakeholders through tailored protection strategies.
People
George Goward
Managing Director
With over 15 years in financial services, George specialises in retirement planning and SIPP management. He combines strategic expertise with a client-first approach to deliver tailored wealth solutions.
Greg Hill
Independent Financial Adviser
Greg provides comprehensive investment and tax planning advice, focusing on long-term wealth growth. His proactive approach ensures clients receive timely, actionable financial strategies aligned with their objectives.
Parry Leggett
Independent Financial Adviser
Parry has advised clients on pension transfers and complex investments for nearly 15 years. His expertise in SIPP management has helped preserve client assets during economic volatility.
Dick Durrant
Independent Financial Adviser
Dick specialises in pension planning and tax-efficient investments. Known for his honest, transparent approach, he helps clients build secure financial futures through regular portfolio reviews.
Karl Davies
Independent Financial Adviser
Karl offers expert mortgage and protection advice, focusing on first-time buyers and business owners. His personable style ensures clients understand all aspects of their financial commitments.
Questions
What financial services do you offer?
We provide investment advice, pension planning, tax-efficient strategies, mortgage solutions, and business protection tailored to individual and corporate needs.
Are you regulated by the FCA?
Yes, George Square Financial Management is authorised and regulated by the Financial Conduct Authority for financial advice services.
How do you charge for financial advice?
Our fees are transparent and agreed upfront. We offer free initial consultations to discuss your financial goals before recommending any paid services.
Can you help with first-time buyer mortgages?
Yes, our mortgage advisers specialise in first-time buyer schemes, including government-backed options and competitive rate negotiations with lenders.
Do you offer online portfolio management tools?
We provide regular portfolio updates and face-to-face meetings, ensuring you stay informed about your investments' performance and any necessary adjustments.
How do you ensure tax-efficient investments?
Our tax planning strategies utilise venture capital trusts, enterprise investment schemes, and trust structures to legally minimise tax liabilities while optimising returns.
