Square Mile Asset Management

Independent Financial Adviser  Square Mile Asset Management, London, Greater london, SW1W 0EB
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
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
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Response rating
9.0/10
check
FCA authorised
Last authorised 6th July 2020
Meet our advisers
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 Belgravia, 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, 42-44 Grosvenor Gardens, Belgravia, London, SW1W 0EB
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£500,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 6th July 2020

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
Chartered Financial Planners. We help clients achieve and maintain the lifestyle they want, without fear of running out of money.
 
Independent Financial Adviser 0 mi
Impartial Pension Freedoms advice provided. Together with all areas of personal financial planning.
 
Independent Financial Adviser 0 mi
We make no compromise and use our expertise to help create, preserve and manage your wealth.