Square One Wealth Management LLP

Restricted - Whole of Market  The Old Bank, Polegate, BN26 6AH
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FCA authorised
Last authorised 17th January 2022
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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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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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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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
Meet our advisers
Mrs Elian Lawrence
Financial Adviser
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 am a Pension Transfer Specialist. 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.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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