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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

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

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

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A period of stability: financial markets’ reaction to the General Election result

A period of stability: financial markets’ reaction to the General Election result

On 5 July 2024, it was announced that the Labour Party had won a majority in the General

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Self employed: how to bridge the employee benefits gap

Self employed: how to bridge the employee benefits gap

Being self-employed offers many advantages, but you may miss out on benefits worth thousands of pounds compared to

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Latest Xs

georgesquarefm George Square @georgesquarefm ·
5 Sep

This September we will explore five tell-tale signs to look out for when spotting a pension scam. Look out for our upcoming posts throughout the month and check out our blog on the subject here: https://bit.ly/3SuUAOO

georgesquarefm George Square @georgesquarefm ·
4 Sep

As you approach your 55th birthday, you may become eligible to access your pension, including a 25% tax-free lump sum.

In our latest blog, George Square explores why withdrawing a lump sum, though tempting, may not be the best option for everyone: https://bit.ly/3As4cU3

georgesquarefm George Square @georgesquarefm ·
22 Aug

Whether you are already retired, or you are approaching retirement and aware that you need to sharpen up your financial arrangements, our later life planning advisers in Nottingham can help you get your financial affairs into shape.

Learn more here: https://bit.ly/4dj8vQp

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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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