Working together
for the benefit of
the client

Professional Partnerships

The team at George Square Financial Management has the experience, skill and resource to offer capabilities which stand alone or combine to create a powerful force in financial management.

Over the years we have also forged long-standing and successful arrangements with solicitors and accountants which have given clients access to a huge platform of expertise, services and solutions.

When a client is referred to us, we are happy to work with the introducer as much or as little as they desire and for meetings to be held in their offices or our own.

We are happy to discuss a variety of structures including:

  • Referrals
  • Joint ventures

Why not take advantage of a FREE initial consultation with one of our highly qualified financial planners and put your client's finances on the right track for them, their family and business? Call 0115 947 5545 to arrange your appointment.

The way we work

George Square Financial Planning follow a carefully designed financial planning process so that you know exactly what is happening at each stage of its six steps... Read more »