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Washington Square
Washington Square
Initial consultation free
Independent
We offer friendly, contemporary, Independent Financial Advice with good old-fashioned personal service. Our aim is to help you to "Invest In Your Values" with a view to using your finances responsibly and sustainably.
We can advise you on
Clients
helped
145
Minimum
pension value
£0+
Minimum
wealth
£0+
Minimum
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Paddy Sault
Operations Director & IFA
What our clients say
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Caroline P
This fabulous company have gone above and beyond to help me organise my complicated financial affairs, including transfer of property ownership, mortgage brokering, investing funds in a stocks and shares ISA, and a pension plan. When hurdles presented themselves along the way, they worked tirelessly, and cheerfully, to overcome each one, and I am more than satisfied with the results. I wouldn't hesitate to recommend them to my friends and family, and the benefits of using them as financial advisors are huge. I now feel in very safe hands and wish that I had gone to them for advice sooner.
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Chris Steel
I have been using Washington Square for many years, and couldn't be happier with the service I've received. If you're looking for the following, this is the place to come: Clear desire and capacity to fully understand your life circumstances and attitude to investment (in terms of ethics and risk) and find appropriate opportunities. Proactive - getting in touch when external factors may impact on your financial planning, to give you a heads up and suggestions. Clear explanations that don't bamboozle, and a relaxed, open, attitude. Zero pressure to follow recommendations, and good analyses of the likely pros and cons. Available - calls/emails typically answered right away or within hours. Future proofing - taking stock of your life-changing events and guiding your planning in accordance Financial security and gain - well that is the aim of the game after all! Taking on a financial advisor was, for me, very daunting. I'm glad I made the right choice.
hj
Hannah Jolliffe
The personal service from the whole team at Washington Square has been brilliant for us. Each member of the team took time to understand our needs and tailor their advice to us. Vikki has been especially helpful in helping us secure a mortgage - she went above and beyond our expectations in her research and is so thorough at everything she does. I wouldn't hesitate to recommend the team's services for any aspect of financial management, and will definitely be using them again myself in future.
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
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