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Take control of your finances

Here are just a few of the questions our advisors are most frequently asked…

Do you have unanswered questions? If so, why not take advantage of a FREE initial consultation with one of our highly qualified financial planners and put your finances on the right track for you and your family?

Call 0115 947 5545 to arrange your appointment

Where will my money be invested?

Do you know where your money is being invested? The performance of your investments could make a critical difference to your financial wellbeing in the future, so receiving reliable and professional financial advice is essential. Through a balancing process of the potential risk return trade-off George Square Financial Management search every available fund to put together an investment plan that best suits your financial situation and objectives.

Are my pension savings sufficient?

Do you know what your retirement provision is? If you are unsure whether your pension is performing in line with your expectation, and that you’ve made the right pension choices George Square Financial Management pension specialists can advise you on all aspects of retirement planning and pension provision, to ensure that you’re financially comfortable whatever age you live to.

How would my family survive without my income?

How financially secure are your dependents? Bad news can impact on any one of us at any time in the form of illness or sudden death. So having the correct protection strategy in place will enable you to safeguard your family’s standard of living if your income suddenly changed or changes due to premature illness or death. As an independent financial adviser we can recommend an appropriate and cost effective solution to help financially protect your family in such event.

Do I pay too much tax?

Why pay more tax than you need to? Every year, thousands of people and companies pay more tax than they need to, simply by not getting the right advice or creating the right tax plan. Is it time you become more tax efficient? Our specialist advisers will investigate the opportunities and help you take advantage of the tax savings available to you.