As Managing Director of George Square Financial Management following the successful takeover of Nelson Dean Associates Ltd in 2012, George is now able to use his extensive financial planning knowledge and experience to focus on managing private client investment portfolios. During the past three decades he has forged close ties with the UK's leading Fund Managers and is able to provide expert guidance on investments and matters relating to inheritance tax, retirement planning and helping my clients to safeguard their financial plans during these tough economic times. He is also a qualified Pension Transfer specialist, advising on pensions, divorce settlements and company pension schemes.
When not at work, his three boys keep him busy. George is also a keen golfer and an avid fan of Norwich City FC and Leicester Tigers RFC.
“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.”
Derek has spent his working life in financial services. He started his career at the Scottish Life Assurance Company and progressed through to Assistant Branch Manager in Nottingham before leaving to set up Nelson Dean Associates as one of the founding partners. Nelson Dean Associates grew over a number of years and Derek has dealt with a number of clients for 20 years or more. Derek is now chairman of the investment committee for George Square Financial Management Ltd and he also takes a keen interest in compliance matters surrounding the industry. He was also part of the team that has helped position George Square Financial Management Ltd for the changes that have occurred recently within the financial services industry that has involved a move away from commission to adviser charging.
Away from the office Derek is a keen golfer, although he freely admits he does need to work at reducing his handicap. He is a fluent Spanish speaker and is a big fan of tapas and rioja.
Paul has been a mortgage adviser for over 20 years and prides himself on providing clients with clear and comprehensive professional advice. He offers clients a complete mortgage advice service from the first introductory meeting right through to the completion of the mortgage and covering areas including residential mortgages, first time buyers, right to buy, buy to let, equity release and commercial mortgages.
In his spare time Paul likes watching football at all levels and he has supported Nottingham Forest football club for the last 30 years. He also enjoys family holidays and gardening in the summer months.
Ian entered into life assurance as long ago as 1976, and has spent almost 30 years as Partner and Managing Director of Nelson Dean Associates. He now concentrates on running the business side of George Square Financial Management but remains close to a number of long-standing clients and professional connections from the past.
Relinquishing his advisory role has enabled him to expand on a wide range of interests including many styles of music, wildlife, Notts County FC and cricket from grassroots level to following the England team around the globe.
Greg has 16 years Financial Services experience, initially working as a very successful broker consultant for such companies as Zurich and Threadneedle. In 2000 Greg switched codes to become an IFA specializing in building professional relationships with accountants and solicitors, giving him great empathy with the needs of the small business market.
Greg is a big family man, happily married to Carla with four young children. He remains a keen sportsman playing rugby for West Bridgford and as a loyal supporter of Nottingham Forest.
“I've used Greg for a number of years now. He is proactive and delivers quality advice in a straightforward and easy to understand manner. I wouldn't hesitate in recommending him to others.”
James Fry, Nottingham Senior Partner, Eversheds
Bob has over 30 years' experience working in various roles in Financial Services and has been working as a Financial Advisor since 2003. He works with both personal and corporate clients and although his expertise lies in investment and pensions, he offers an holistic approach to financial planning and brings experience from other financial areas including protection, IHT planning and taxation.
Originally from Glasgow, Bob has lived in Nottingham since 1997. His family plays an important role in his life and admits that football is perhaps more important than it should be.
Andrew has worked in the Financial Services Sector since 1988 and has vast experience in individual wealth management and providing advice to corporate organisations, small and large. He has established professional connections within the area, working closely with accountants, solicitors and their clients, providing quality, independent financial solutions.
Andrew enjoys fine wine and food, but if truth be known, most and the best of his time is spent with his family.
We are sorry to say that Andrew passed away after a long battle with cancer on the 2nd July 2015 and is sadly missed by us all.
James has been working within the financial services industry since 2004 in various advisory roles and has more recently switched from his tied advising background with Aviva to become an Independent Financial Advisor. Over this period James has accumulated a wealth of knowledge and experience specialising in investments, retirement planning, life assurance and pensions.
When he's not advising James is kept busy by his wife and two young daughters. He is an active member at Paviors RFC, where he has played for over 20 years, and tries to keep in shape at the gym.
In choosing to talk to George Square Financial Management, not only will you work with some of the most experienced, able and highly regarded professionals working in financial services today, you'll also have access to one of the most comprehensive and innovative wealth management platforms in the UK and we are committed to delivering an excellent customer experience for all our clients.