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

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"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

How does a trust fun work? Image depicts a red heart shaped lock around a horizontal rope. In the background is a pink and blue sunset.

How does a trust fund work?

June 23, 2025

In this blog, George Square outlines how a trust fund works and some of the reasons it may be worth considering. Understanding the purpose of

How does a trust fund work?

In this blog, George Square outlines how a trust fund works and some of the reasons it may

Why is portfolio diversification a good investment strategy?

A common query from investors is why investment portfolios contain a mixture of assets, including those that have

Are your ducks in a row for the 2025/26 tax year?

Whether you're an employee, self-employed, or managing multiple income streams, being organised and making the most of your

George Square @georgesquarefm ·

19 Jun

The benefits of using an independent mortgage broker

Benefit four: avoiding pitfalls and costly mistakes

Find out more about how we can help you to avoid common pitfalls in our blog: https://bit.ly/3Qj1xRv

George Square @georgesquarefm ·

16 Jun

There are many practical steps you can take to protect your assets from inheritance tax (IHT).

To learn more about how to minimise your tax liabilities, read our blog here: https://bit.ly/4iXNxbX

George Square @georgesquarefm ·

12 Jun

Our independent mortgage advisers at George Square Financial Management can take away some of the pressure involved in buying your first home and help you secure a mortgage that’s right for you.

Visit our website to find out more: https://bit.ly/43inZS4

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