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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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Personal Financial Planning

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Mortgages

"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…"
"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…"
What our clients say about us

Latest News

How to protect your assets from IHT

How to protect your assets from IHT

Inheritance Tax (IHT) is a reality for many UK estates, and recent changes mean it’s more important than

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30 days left to use your tax-free ISA allowance before it resets

30 days left to use your tax-free ISA allowance before it resets

Make the most of your tax-free ISA allowance before the end of the tax year or you will

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The benefits of using an independent mortgage broker

The benefits of using an independent mortgage broker

With countless lenders, loan types, and complex terms to navigate, finding the right mortgage deal can feel overwhelming,

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Latest Xs

georgesquarefm George Square @georgesquarefm ·
18 Feb

Estate and inheritance tax planning is an important part of wealth management and forms part of the tax planning process. Effective planning ensures you pass on more of your wealth to your beneficiaries while paying less inheritance tax.

Learn more here: https://bit.ly/3v2BGWI

georgesquarefm George Square @georgesquarefm ·
12 Feb

As retirement approaches, one of the biggest concerns for many is ensuring they have enough savings to retire comfortably. But how do you determine what “enough” really means?

Read our blog to find out: https://bit.ly/4c7656d

georgesquarefm George Square @georgesquarefm ·
10 Feb

Being self-employed offers many advantages, but you may miss out on benefits worth thousands of pounds compared to your traditionally employed counterparts. In this blog, our expert advisers explain how you can help bridge this gap: https://bit.ly/3LNnUMo

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