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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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"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

Is your pension age changing?

Is your pension age changing?

From 6 April 2028, two major changes to pensions in the UK will come into effect; the normal

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Budget Q&A: How do the changes affect you?

Budget Q&A: How do the changes affect you?

George Square’s Dick Durrant discusses some of the key points from the Budget 2024 with David Lane of

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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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Latest Xs

georgesquarefm George Square @georgesquarefm ·
6 Dec

Through careful estate planning, you can take steps to minimise the impact of taxes and other costs on your estate and help ensure your assets are given to the people and organisations you care about after you’re gone.

To learn more visit our website: https://bit.ly/3v2BGWI

georgesquarefm George Square @georgesquarefm ·
5 Dec

From 6 April 2028, two major changes to pensions in the UK will come into effect; the normal minimum pension age will rise from 55 to 57, and the State Pension Age will increase from 66 to 67.
We provide an overview of what’s changing in our latest blog: https://bit.ly/41ly3ZY

georgesquarefm George Square @georgesquarefm ·
4 Dec

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

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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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