Stephen Dockree has been my Financial Advisor for over 30 years. During that time he has provided an invaluable service; specifically he has always been very proactive in proposing how my investments, pension and business finances are managed. As a non financial person myself I have found it re assuring to have an expert at hand. This does not mean that I acted on every suggestion, but in the manner of a professional consultant Stephen has always presented a case in a logical and rational manner, and provided me with balanced advice. The 30 year history speaks for itself I have no hesitation in recommending Stephen services.
Welcome to Square One Wealth Management
Square One is an independent firm of wealth managers based in Sussex, with offices in Shoreham, Lewes and London. We offer comprehensive financial advice to businesses and private clients on a range of financial issues, from inheritance tax and investment advice to business startups and benefit schemes. If you want to ensure that your finances are in order or need to make financial plans for the future, Square One's professional financial services are the perfect solution for you.
Wide Range of Financial Services
We have a strong track record of advising private and corporate clients on a wide range of financial issues. Our areas of expertise include inheritance tax and inheritance tax planning, investment advice, pensions and retirement planning, prime mortgages, equity release, annuities and corporate finance.
We provide informed, professional advice that is tailored to your individual needs. Whether you are looking for a secure investment, planning your retirement or setting up a business, with Square One you can be sure that your finances are in safe hands.
Highly Qualified Advisors
All our advisors are highly qualified and bound by the most stringent code of professional practice.
We believe that maintaining competitive fee structures, exceptional customer communications and a focus on our clients’ financial outcomes are equally important in our recipe for success as our financial expertise.
Contact us today to find out how we can help you get the best from your finances.
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Looking for advice on inheritance tax? Request a free copy of our Inheritance Tax Planning Guide here.
Richard Moxham, business owner, Kent
