Square One Financial Planning LLP

Independent The Old Bank, 59 High Street, Polegate, East Sussex, BN26 6AH
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
14th October 2019
I offer a friendly and approachable service for all clients old and new.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Long term care
Meet our advisers
Elian Lawrence
Independent Financial Adviser
Where to find us

The Old Bank, 59 High Street, Polegate, East Sussex, BN26 6AH

Make an enquiry
About us

Square One Financial Planning is an independent firm offering bespoke investment advice for all your future needs. I believe that everybody is an individual and has their own unique goals that they would like to achieve. I offer a comprehensive service on a variety of solutions including Pensions, Investments and Savings, IHT planning, Equity Release and Long Term Care. I work on a fee basis, costs will be discussed with you at our first meeting which is free of charge. I am based in the Polegate/Eastbourne Area. I have an office on Polegate High Street.

Our services

I am based in the Polegate/Eastbourne area and see my clients on a regular basis. I offer a friendly and customer focused service and aim to make the complex area of financial planning easy to understand.
My priority is to provide the best advice for my clients to make sure that they reach their personal goals.
Clients benefit from a personal service which is ongoing and I stay in regular contact.
The majority of my clients come to me through personal recommendations from other clients.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0