Independent financial advice

you can trust.

From investments, pensions, retirement planning and inheritance tax advice to mortgages and life insurance, our independent financial advisers in Nottingham create, build and preserve wealth to help you meet your financial and lifestyle objectives.

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A heritage in independent financial advice

George Square Financial Management provides independent financial planning solutions and mortgage advice to individuals and businesses across the East Midlands and beyond.

Our approach is professional, friendly and client-focused and we pride ourselves on delivering a first-class, truly independent service.

Whether you’re looking for expert advice on pensions, planning for the future, have a lump sum to invest, need help securing a mortgage or need a financial plan for your business, our team of trusted financial advisers in Nottingham has been helping clients make the most of their finances for more than a decade.

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"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…"

Latest News

Lifetime Allowance is to be abolished from 6 April 2024. Image shows a pink, smiling piggy bank sitting on a grey laptop, with a warm, blurred out background.

Life beyond the LTA: what will replace the Lifetime Allowance?

March 25, 2024

Big changes are on the horizon for pensions. From 6 April 2024, the Lifetime Allowance will be scrapped entirely, making way for fresh rules. George

Life beyond the LTA: what will replace the Lifetime Allowance?

Big changes are on the horizon for pensions. From 6 April 2024, the Lifetime Allowance will be scrapped

Investing to beat inflation

Having a cash savings account may seem like a safe and sensible choice, but inflation generally rises faster

Planning ahead for the 2023/24 tax year-end

It may feel like 2024 has just arrived, but now is an excellent time to start planning ahead

George Square @georgesquarefm ·

5 Apr

Why not kick April off in the right way by taking advantage of a free initial consultation with one of our independent financial advisers and make more of your wealth through efficient tax planning?

Find out more about our tax planning service here: https://bit.ly/3PBIDoJ

George Square @georgesquarefm ·

4 Apr

From 6 April 2024, the Lifetime Allowance will be scrapped entirely, making way for fresh rules.

In this blog George Square’s team of expert financial advisers provides an overview of the imminent changes to the Lifetime Allowance.

Find out more here: https://bit.ly/4cG6FJf

George Square @georgesquarefm ·

3 Apr

Most people in the UK do not have any type of financial protection. While there may be a good reason for some, in others it’s a decision that is sparked by myths and misconceptions.

Read our blog to learn more//bit.ly/3sDQSZs

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