In October 2012 George Square Financial Management successfully took over the long-standing financial management company Nelson Dean Associates. George Square Financial Management create, build and preserve wealth on behalf of discerning individuals and businesses to help them achieve their desired lifestyle and financial objectives and provide an enduring legacy for tomorrow.
As well as addressing simple and straightforward issues such as mortgages, savings and life assurance, we can help to resolve more complex matters, whether investment for growth, inheritance tax or retirement planning.
Serving our client's best interests at all times
At George Square Financial Management we recognise that no one knows your financial situation better than you. We don't start with a pitch or deal in off-the-shelf products or one-size-fits-all packages. Instead we invest our time in getting to know you, listening and learning until we fully understand your priorities, needs and aspirations in both the short and long-term.
With considered planning, sound investment management and the strong ethos of partnership that lies at the heart of George Square Financial Management, you can be sure of a proactive approach and a dedicated, discreet and definitive service which will help build, invest, safeguard and grow your wealth in a manner that best suits you.
We establish strong relations with each and every client, built on mutual trust and respect. By staying true to these values we've been privileged to become a truly valued and trusted partner to hundreds of people and businesses.
creation of future capital and building of assets
promoting growth of investments
reduction of taxes and safeguarding of capital
transferring your wealth to future generations
Take control of your finances
Here are just a few of the questions our advisors are most frequently asked...
Where will my money be invested?
Do you know where your money is being invested? The performance of your investments could make a critical difference to your financial wellbeing in the future, so receiving reliable and professional financial advice is essential. Through a balancing process of the potential risk return trade-off George Square Financial Management search every available fund to put together an investment plan that best suits your financial situation and objectives.
Are my pension savings sufficient?
Do you know what your retirement provision is? If you are unsure whether your pension is performing in line with your expectation, and that you've made the right pension choices George Square Financial Management pension specialists can advise you on all aspects of retirement planning and pension provision, to ensure that you're financially comfortable whatever age you live to.
How would my family survive without my income?
How financially secure are your dependents? Bad news can impact on any one of us at any time in the form of illness or sudden death. So having the correct protection strategy in place will enable you to safeguard your family's standard of living if your income suddenly changed or changes due to premature illness or death. As an independent financial adviser we can recommend an appropriate and cost effective solution to help financially protect your family in such event.
Do I pay too much tax?
Why pay more tax than you need to? Every year, thousands of people and companies pay more tax than they need to, simply by not getting the right advice or creating the right tax plan. Is it time you become more tax efficient? Our specialist advisers will investigate the opportunities and help you take advantage of the tax savings available to you.
Do you have unanswered questions?
If so, why not take advantage of a FREE initial consultation with one of our highly qualified financial planners and put your finances on the right track for you and your family?
Call 0115 947 5545 to arrange your appointment
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