Square Mile Asset Management

Independent Financial Adviser  Square Mile Asset Management, 21 Mincing Lane, 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
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Annuity purchase
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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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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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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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Sharia finance
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022
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, EC3R 7AG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£501,000
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
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022

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