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Independent financial advice that puts you in the driver’s seat

Working with a trusted, independent financial adviser that understands your priorities is the best way to build and preserve wealth for the future.

At George Square Financial Management, we invest time in getting to know you so that our experienced, friendly, professional financial advisers can deliver a client-focused, truly independent service to help you make informed decisions about your finances.

Choose George Square Financial Management and together we’ll steer your finances in the right direction.

We provide independent financial advice on a range of areas including:

 Investments                                    Life assurance
 Pensions                                          Mortgages
•  Inheritance tax planning              •  Trusts
 Business protection                      •  Group pension schemes

Call 0115 947 5545 to speak to one of our independent financial advisers

Your Home may be repossessed if you do not keep up repayments on your mortgage. Equity release may be arranged as a lifetime mortgage or a home reversion plan. To understand the features and risks ask for a personalised illustration.

Independent financial advice that puts you in the driver's seat

“It is gratifying to find old-fashioned values of friendly, personal service coupled with the highest degree of expertise and professionalism”