Square Mile Asset Management

Independent Financial Adviser  Square Mile Asset Management, 21 Mincing Lane, London, EC3R 7AG
First meeting at adviser's own cost
Pension Transfer Specialists, including Defined Benefit pension transfers and international transfers to QROPS and experts on advising on the new Pension Freedoms legislation.
We can advise you on
check
Annuity purchase
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Sharia finance
Response rating
9.2/10
check
FCA authorised
Last authorised 10th May 2021
Meet our advisers
MR Robert (Matt) MacGuire Dip PFS
Managing Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

About us

Square Mile Asset Management is an independent wealth management consultancy based in the City of London.

Offering a flexible and alternative approach to wealth management.

Our services

Advising High Net Worth and UK Resident Non-Doms on Investments, Pensions and Tax Efficiency.

We are Pension Transfer Specialists, including Defined Benefit pension transfers and international transfers to Qualifying Recognised Overseas Pensions Schemes (QROPS) and experts on advising on the new Pension Freedoms legislation.

Where to find us
Head office address: Square Mile Asset Management, The Minster Building, 21 Mincing Lane, London, EC3R 7AG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£500,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.2/10
check
FCA authorised
Last authorised 10th May 2021

Similar advisers near you

Independent Financial Adviser 0 mi
Chartered Financial Planner IFA: investments and pensions specialists including all forms of investment and portfolio management and administration, income drawdown, SIPPs, tax advice and IHT mitigation. DB transfers are advised upon by outside IFAs.
 
Independent Financial Adviser 0 mi
We make no compromise and use our expertise to help create, preserve and manage your wealth.
 
Independent Financial Adviser 0 mi
Impartial Pension Freedoms advice provided. Together with all areas of personal financial planning.
 
Independent Financial Adviser 0.04 mi
'Award Winning' Gold Griffin - Wealth Plannings mission is to provide the highest level of Whole of Market - Independent Financial Advice & Wealth Planning Services. Our primary focus is 'happy clients'. We provide a free initial no obligation - Independent Financial Advice consultation at our Office location, or for maximum flexibility at your Office or Home Address. We also offer evening and weekend appointments.