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Helping you to build and protect your wealth

Intelligent investment advice

Whether you’ve won the lottery, come into an inheritance or built up a nest egg through regular savings, you will want to make the most of your financial position and invest it wisely. Simply leaving it in a bank or building society account is rarely the most fruitful option.

With guidance from an independent financial adviser, you’ll be able to understand, compare and make informed decisions about the diverse range of investment products that can meet your personal circumstances and preferences.

At George Square Financial Management we provide comprehensive, creative investment advice to individuals, trusts, families, charities and businesses. We excel at analysing your existing portfolio, assessing how this can best be optimised, restructured or better managed – often in a more tax efficient or cost effective manner. We can also guide you through tough financial climates such as during an economic downturn.

And, although circumstances may change throughout the lifetime of the investment, our flexibility enables us to adapt to reflect your changing needs, desires and investment appetites. We can act swiftly to maximise the opportunities that change presents and plot a steadier course.

What never changes is our proactive approach and commitment to protecting and building your wealth. Talk to our Nottingham based team of independent financial advisers for friendly, impartial advice on:

  • Equities & Bonds
  • Investment Funds
  • Property
  • ISAs and LISAs
  • Onshore & Offshore Investing
  • Trust Investments
  • Passive & Active Investments
  • Tax Efficient Investments

For a FREE initial consultation with one of our highly qualified financial advisers, call the George Square Financial Management team on 0115 947 5545.

Past performance is not a guide to, nor does it guarantee, future performance. You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested. The Financial Conduct Authority does not regulate tax advice or trusts.