This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
George Square provides professiona;, indepenent advice to individuals and businesses from our offices in Nottingham city centree.
Our friendly 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 assurance through to tax planning, pensions retitrement planning and complex investments, George Square is a trusted partner to hundreds of individuals and businesses.
In October 2012, George Square took over the long standing financial management company Nelson Dean Associates, retaining all of its employees and valued clients.
We work hard to establish long standing 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 strong ethos of partnership is at the heard of George Square.
We provide advice in all areas of financial planning.
- Savings and Investments
- Pensions and Retirement Planning
- Care Fee Planning
- Mortgage Advice
- IHT and Estate Planning
We also have a number of professional connections and so can assist in handing over to another specialist if advice is required in other areas, such as solicitors and accountants.
Your home may be repossessed if you do not keep up repayments on your mortgage.
All of our adviser are qualified and able to provide advice on a compliant basis in line with regulatory requirements and regularly keep up to date with new legislation and changes in order to protect clients,
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.