Supporting you and your clients
We at George Square Financial Management strongly believe in taking a holistic approach to the financial advice we provide to our clients. This often involves accountants and solicitors to ensure our clients’ finances are ‘joined up’.
Over the years, we have built long-standing and successful arrangements with accountants and solicitors, giving access to a huge platform of financial expertise, services and solutions whilst protecting 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 business clients, we can provide expert independent financial advice on business protection, key man insurance, employee benefits and workplace pensions.
Let’s work together to help get your clients’ finances on the right track for them, their family and business.
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.
We offer a free initial consultation for each client with one of our highly qualified financial advisers.