George Square Financial Management Ltd

Independent Financial Adviser  George Square, Nottingham, NG1 3BE
First meeting at adviser's own cost
George Square Financial Management provides independent financial planning solutions and mortgage advice to private individuals and businesses. Our approach is professional, friendly and client-focused.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Equity release
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Mortgage protection
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022
Meet our advisers
Mr George Bonsall
Chartered Financial Adviser

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.

Accreditations
Care advice standard Later Life Accredited Adviser Retirement advice standard Chartered financial planner - individual adviser accreditation
About us

George Square provides professional indepenent advice to individuals and businesses from our offices in Nottingham city centre.

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, pension 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 heart of George Square.

Our services

We provide advice in all areas of financial planning.

- Savings and Investments
- Pensions and Retirement Planning
- Protection
- 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.

Where to find us
Head office address: George Square, 8b George Street, Nottingham, NG1 3BE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

All of our advisers 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,

Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022

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