Supporting you and your clients
Over the years, the team at George Square Financial Management has forged long-standing and successful arrangements with solicitors and accountants, giving access to a huge platform of financial expertise, services and solutions whilst protecting their client relationships.
When might your client need financial advice?
Independent financial advice is vital at many stages of life and during business. For solicitors, we can work with your conveyancing team to support clients with securing a mortgage or arranging life assurance cover, and we can support your private client team with help on trusts, pension transfers and retirement planning.
For your business clients, George Square Financial Management can provide independent financial advice on employee benefits, key man insurance and workplace pensions.
If you have a client that would benefit from financial advice, we can work with you to support them, keeping you fully involved and informed throughout the process.
Help put your clients’ finances on the right track for them, their family and business.
We offer a free initial consultation for each client with one of our highly qualified financial planners.