George Square Financial Management provides professional, independent financial advice to individuals and businesses from our offices in Nottingham city centre.
Our friendly advisers help clients to build and preserve wealth to achieve their desired lifestyle and financial objectives and provide an enduring legacy for the future. From mortgages, savings and life assurance through to tax planning, pensions, retirement planning and complex investments, George Square is a trusted partner to hundreds of individuals and businesses.
In October 2012 George Square Financial Management successfully took over the long-standing financial management company Nelson Dean Associates, retaining all of its employees and valued clients.
Considered planning, sound investment management and the strong ethos of partnership lie at the heart of George Square. By staying true to these values you can be sure of a proactive approach and a dedicated, discreet and definitive service that helps to build, invest, safeguard and grow your wealth in a manner that best suits you.
A great team creates great results! Meet the talented and friendly people behind George Square Financial Management
We like to keep it simple. George Square Financial Management follows a carefully designed financial
to provide a comprehensive picture of your circumstances.
Once your objectives are agreed, we will complete a Personal Financial Plan, which provides an
At George Square Financial Management we don’t start with a pitch or deal in off-the-shelf products or one-size-fits-all packages. Instead we invest our time in getting to know you, listening and learning until we fully understand your priorities, needs and aspirations in both the short and long-term.
At George Square Financial Management we operate a transparent, flexible fee structure
to help you remain in control of your costs
At George Square Financial Management we aim to be as transparent as possible when it comes to how we earn our fee to ensure there are no ‘hidden’ charges or nasty surprises for using our services. And we will always discuss and agree our fees with you before any work starts.
We have developed excellent relationships with our clients by getting to know them and their financial objectives over time and ensuring that their investments support these. Whilst we will gladly provide expert financial advice for one-off transactions, we prefer to work with you on an ongoing basis to help you get the most out of your finances. Our annual review service includes:
experience and professionalism. Our business is built on such trust and because the majority of our clients
“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…”
