About George Square
A heritage in independent financial advice
Our values
We work hard to build long-lasting relationships with each and every client, getting to know you and your financial objectives and building mutual trust and respect. Considered planning, sound investment management and the strong ethos of partnership lie at the heart of what we do. By staying true to these values you can be sure of a proactive approach and a dedicated, personal service that helps to build, safeguard and grow your wealth in a manner that best suits you.
Professional, independent financial advice from George Square
From our base in Nottingham city centre, George Square Financial Management has been providing individuals and businesses with trusted financial advice for more than a decade.
Our team of friendly, highly qualified advisers help clients to build and preserve wealth to achieve their desired lifestyle and financial objectives and provide an enduring legacy for the future. From mortgages, savings and life insurance through to tax planning, pensions, retirement planning and complex investments, George Square is a trusted partner to hundreds of individuals and businesses across the East Midlands and beyond.
“They say that buying a new house is one of the most stressful periods of your life, particularly during the current climate that we are living in with ever changing mortgage acceptance and rates. I must confess from a personal point of view, dealing with Phil has made the process simple and personable, which makes things so much easier. There were the undoubted ups and downs during the process, but Phil and the team at George Square kept on top of things, kept me advised, and managed the entire process from application to mortgage offer. I would not hesitate in recommending their services. Thank you Phil.”
“Parry has been our valued and trusted Financial Adviser for many years now, always giving us sound advice when needed. We know we can rely on his expertise if we have a problem.”
“Parry Leggett has been my Financial Adviser for nearly 15 years. That length of time gives some indication of the level of trust I have in Parry personally and the advice he provides. Specifically, Parry’s introduction of Cazenove as managers of my SIPP has proven to be crucial in sustaining the SIPP’s value through the economic volatility we have experienced in the last decade or so. Parry has a very easy manner and is a pleasure to do business with. I have always been happy to recommend his revives to others.”
“In a world of scammers and fraudsters it was important that I used a company that shared my morals of integrity and honesty. Dick Durrant and George Square Financial Management fitted those standards. Dick was completely honest telling me what they could deliver with my pension pots and timescales and kept me updated with regular meetings. Honesty and integrity are traits that George Square has in abundance.”
“As an investor, I want to be kept up to date with my investment funds and any course corrections that are being considered to optimise my return and manage my risk. In George Square Financial Management, I have found a partner that is easy to deal with, always available and, most importantly, they provide the key information in a timely and appropriate manner to ensure I get what I need, when I need it.”
“Parry has provided invaluable help in the investment of funds into our SIPP. He also gave excellent advice and support in transferring my mother's investments to us following her death. We have had good service from the team at George Square with regular updates and face to face meetings when required.”
“George assessed my current situation and gave expert advice regarding my financial priorities for the future. I would not hesitate to recommend him to anyone and he is a superb guy to deal with…”
Clive Hewitt
“I’ve used Greg for a number of years now. He is proactive and delivers quality advice in a straightforward and easy to understand manner. I wouldn’t hesitate in recommending him to others.”
James Fry, Nottingham Senior Partner, Eversheds
“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…”
David Griffiths
“They say that buying a new house is one of the most stressful periods of your life, particularly during the current climate that we are living in with ever changing mortgage acceptance and rates. I must confess from a personal point of view, dealing with Phil has made the process simple and personable, which makes things so much easier. There were the undoubted ups and downs during the process, but Phil and the team at George Square kept on top of things, kept me advised, and managed the entire process from application to mortgage offer. I would not hesitate in recommending their services. Thank you Phil.”
“Parry has been our valued and trusted Financial Adviser for many years now, always giving us sound advice when needed. We know we can rely on his expertise if we have a problem.”
“Parry Leggett has been my Financial Adviser for nearly 15 years. That length of time gives some indication of the level of trust I have in Parry personally and the advice he provides. Specifically, Parry’s introduction of Cazenove as managers of my SIPP has proven to be crucial in sustaining the SIPP’s value through the economic volatility we have experienced in the last decade or so. Parry has a very easy manner and is a pleasure to do business with. I have always been happy to recommend his revives to others.”
“In a world of scammers and fraudsters it was important that I used a company that shared my morals of integrity and honesty. Dick Durrant and George Square Financial Management fitted those standards. Dick was completely honest telling me what they could deliver with my pension pots and timescales and kept me updated with regular meetings. Honesty and integrity are traits that George Square has in abundance.”
“As an investor, I want to be kept up to date with my investment funds and any course corrections that are being considered to optimise my return and manage my risk. In George Square Financial Management, I have found a partner that is easy to deal with, always available and, most importantly, they provide the key information in a timely and appropriate manner to ensure I get what I need, when I need it.”
“Parry has provided invaluable help in the investment of funds into our SIPP. He also gave excellent advice and support in transferring my mother's investments to us following her death. We have had good service from the team at George Square with regular updates and face to face meetings when required.”
“George assessed my current situation and gave expert advice regarding my financial priorities for the future. I would not hesitate to recommend him to anyone and he is a superb guy to deal with…”
Clive Hewitt
“I’ve used Greg for a number of years now. He is proactive and delivers quality advice in a straightforward and easy to understand manner. I wouldn’t hesitate in recommending him to others.”
James Fry, Nottingham Senior Partner, Eversheds
“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…”
David Griffiths