John Kelly is the best I have met in his field. He is very knowledgeable, trustworthy and efficient. He is always helpful and available to answer my questions. I would not consider anybody else for Financial advice.
Core Values
Our Promise to You
The fair treatment of customers is central to our business culture.
Our services and, where applicable, products we may recommend are designed to meet your needs. You will be provided with clear information and be kept appropriately informed before, during and after the point of sale. Our advice will be suitable for you and will take account of your circumstances. You will provided with products that perform as we have led you to expect, and the associated service is of an acceptable standard and as you have been led to expect. You will not face unreasonable post-sale barriers to change product, switch provider, submit a claim or make a complaint.
What differentiates Square One
- Chartered - comfort over ethics and skills
- Chartered Accountant led - tax-driven financial planning, not commission-driven
- Fee-only for investments - comfort over independence and lack of bias
- Competitive fee scale - often cheaper than competitors
- No clumsy investment advice - wherever we can, delegated to professional discretionary fund managers - which also saves costs
- Pride in after-sales & support
