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George Square appoints experienced IFA

George Square featured image Karl Davies welcome

We are pleased to welcome experienced independent financial adviser, Karl Davies, to the team to help meet growing demand for our impartial financial planning advice across the East Midlands.

Karl Davies has been an independent financial adviser for the last 22 years and has worked within financial services for over three decades. He will put his abundant expertise and wealth of experience to good use at George Square, providing sound advice to our clients and assisting them in achieving their financial goals.

Specialising in pensions advice & retirement planning, Karl is particularly skilled at helping clients understand some of the more complex financial matters, and creating clear retirement strategies that allow clients to use their investments and savings in the most tax efficient way.

He says: “I am excited to work with a firm that has its clients’ interests at the forefront of everything it does, treats its customers fairly and empathetically, and provides fantastic customer outcomes. George Square’s strong team environment and support structure will enable me to give my clients the very best of service.”

Having recorded sustained growth in demand for our independent financial advice throughout our last ten years of operation, George Square kicked off 2023 in excellent shape, and Karl’s appointment is in line with the firm’s ambitious, strategic three-to-five-year corporate expansion plans.

Managing Director, George Goward, adds: “George Square’s values and approach to delivering solid financial advice have earned us a strong reputation, which in turn has meant we continue to attract and retain sector-leading talent and experts. Every member of our team possesses the skills, knowledge, and attention to detail for which the firm is known. We are delighted to welcome Karl into the fold as we embark on a period of significant growth and development.”

Find out more about Karl Davies here.

Ready for your next career move? If you’d like to make a speculative application to join the George Square team, send us an email with your CV or give us a call.

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