Square One Wealth Management LLP

Restricted - Whole of Market  The Old Bank, Polegate, East sussex, BN26 6AH
I offer a friendly and approachable service for all clients old and new.
We can advise you on
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Annuity purchase
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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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Equity release
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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Elian Lawrence
Financial Adviser

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

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

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 a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

About us

Square One Wealth Management are an appointed representative of Quilter Financial Limited 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.

Where to find us
Head office address: The Old Bank, 59 High Street, Polegate, East Sussex, BN26 6AH
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 25th May 2020

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