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

Business Financial Planning

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…"

Latest News

Image shows the George Square team walking side by side through Nottingham. We are excited to announce that we have secured a strategic investment from Söderberg & Partners, resulting in the sale of a 30% minority shareholding.

George Square secures strategic investment from Söderberg & Partners

October 23, 2024

George Square Financial Management is excited to announce that we have secured a strategic investment from Söderberg & Partners, resulting in the sale of a 30% minority

George Square secures strategic investment from Söderberg & Partners

George Square Financial Management is excited to announce that we have secured a strategic investment from Söderberg & Partners, resulting

Is a JISA the best option to save for my child’s future?

Back to school season is well and truly underway, and for many parents, September is often a time

Should you take a tax-free lump sum from your pension?

As you approach your 55th birthday, rising to 57 by 2028, you may become eligible to access your

George Square @georgesquarefm ·

23 Oct

George Square is excited to announce that we have secured a strategic investment from Söderberg & Partners. 🤝

We look forward to a prosperous partnership that brings added security and reinforces our commitment to growth.

Find out more here:

George Square @georgesquarefm ·

18 Oct

Putting money aside early on and knowing the best ways to save can ensure that your child starts on the right track for a solid financial future. But which savings option is the right one for you and for your child?

Read our blog to learn more: https://bit.ly/47DOOk2

George Square @georgesquarefm ·

16 Oct

Our experienced Nottingham-based financial advisers at George Square Financial Management help personal and corporate clients to organise their affairs in a tax-efficient manner.

Visit our website to find out more today: https://bit.ly/3PBIDoJ

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