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.

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.  

Latest News

IHT FAQs: Are pensions exempt from inheritance tax?

IHT FAQs: Are pensions exempt from inheritance tax?

George Square’s expert independent financial advisers provide updated insights into common questions about inheritance tax (IHT), including recent

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George Square secures strategic investment from Söderberg & Partners

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

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

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

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Latest Xs

In our latest blog we provide updated insights into common questions about inheritance tax (IHT), including recent changes to how pensions will be treated for IHT purposes starting in 2027.

Read our blog to learn more here: https://bit.ly/4fQqw9d

Financial protection myths busted.

Myth two: “I don’t need insurance”

If you don’t have a safety net that could provide for you, having long term financial protection can be valuable.

Read more in our blog here: https://bit.ly/3sDQSZs

Financial protection myths busted.

Myth one: “Insurance policies don’t pay out.”

A common misconception is that insurance providers will do anything to get out of paying. However, the majority of claims do pay out.

Read more here: https://bit.ly/3sDQSZs

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Get in touch

For further information on how George Square Financial Management can help you protect and build on your finances, please complete the enquiry form below.

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