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Accountants & Solicitors

Working together for the benefit of our clients

Supporting you and your clients

At George Square we strongly believe in taking a holistic approach to financial advice. This often involves accountants and solicitors to ensure our clients’ finances are ‘joined up’. We have built long-standing and successful arrangements with accountants and solicitors, giving access to a huge platform of financial expertise, services and solutions whilst protecting client relationships.

When might your client need financial advice?

Independent financial advice is vital at many stages of life and during business.

For solicitors, we can work with your conveyancing team to support clients with securing a mortgage or arranging life assurance cover, and we can support your private client team with help on trusts, pensions, retirement planning and funding later life care.

We regularly work with accountants to help business owners with tax-efficient investments, pensions and business protection policies, including key person insurance, as well as employee benefits and workplace pensions.

Let’s work together to help get your clients’ finances on the right track

If you have a client that would benefit from financial advice, we can work with you to support them, keeping you fully involved and informed throughout.

We offer a free initial consultation for each client with one of our highly qualified financial advisers.

Get in touch

Call us on 0115 947 5545 to discuss how we can work together for the future benefit of our clients.

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.

What would you like to talk to us about?