George Square Financial Management

At George Square Financial Management, we pride ourselves on providing expert, independent financial planning solutions to individuals and businesses across the East Midlands and beyond. With a heritage in independent financial advice, our team of trusted financial advisers in Nottingham has been helping clients make the most of their finances for over a decade.

Our Approach

We understand that every client's financial situation is unique, and we take the time to listen to your goals and objectives. Our approach is professional, friendly, and client-focused, and we pride ourselves on delivering a first-class, truly independent service. Whether you're looking for expert advice on pensions, planning for the future, have a lump sum to invest, need help securing a mortgage, or require a financial plan for your business, our experienced and knowledgeable financial advisers are here to guide you every step of the way.

The Services We Offer

At George Square Financial Management, we offer a wide range of financial planning services designed to help you achieve your financial goals. Our services include:

• Personal Financial Planning: We will work with you to help you make the most of your finances, whether you're planning for retirement, saving for a big purchase, or simply looking for peace of mind.

• Investment Advice: Our experienced investment experts can help you make the most of your money, whether you're looking to grow your savings, generate income, or achieve a specific financial goal.

• Pension Advice & Retirement Planning: We can help you make the most of your pension pot, whether you're looking to maximise your retirement income, consolidate your pensions, or plan for your future.

• Tax Planning: Our expert tax planners can help you minimise your tax liability and maximise your take-home pay.

• Estate & Inheritance Tax Planning: We can help you plan for the future and protect your assets for your loved ones.

• Life Insurance & Income Protection: Our experts can help you find the right life insurance and income protection cover for your circumstances.

• Business Financial Planning: Our business financial planners can help you create a tailored financial plan for your business, whether you're looking to grow your business, manage your finances, or plan for the future.

• Mortgages: We can help you find the right mortgage for your circumstances, whether you're a first-time buyer, moving home, or looking to remortgage.

What Our Clients Say

At George Square Financial Management, we pride ourselves on delivering excellent customer service and building long-term relationships with our clients. Here's what some of our clients have said about us:

"George has been the perfect choice for us in handling our pension fund and retirement benefits planning. He combines a natural empathy and friendliness with measurable, practical, and specific advice. He will go to every length to help you, and you know that he cares about the outcome."

Partnerships

At George Square Financial Management, we believe in building strong relationships with our clients, accountants, and solicitors. We're proud to be a member of the Association of Chartered Certified Accountants and the Institute of Financial Accountants, and we work closely with our partners to deliver tailored financial solutions for your business.

Get in Touch

Whether you're looking for expert financial advice, guidance on your mortgage options, or simply want to learn more about how we can help you achieve your financial goals, please don't hesitate to contact us. We're here to help.