square one financial > investmentsInvestments
Welcome to our Investments page -
Why should you invest your money through us?
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Unlike many firms, we have our own investment committee which selects those funds we believe will be the winners of tomorrow. |
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We will never persuade you to invest more money than you want to |
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We use consistent processes to select these funds and check regularly that they continue to meet our standards |
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Wherever possible we use "Wrap" technology to provide our clients with low-cost, efficient portfolio management. |
A Wrap is a platform, independent of the life insurance companies and investment houses, on which you can keep all tradable assets such as unit trusts and shares. You can keep your unit trusts, shares, ISAs, PEPs and pension investment in one place. Investments are re-priced daily and our clients enjoy an online snapshot of their wealth at any time. You can also trade online on your Wrap account (please note: we can't, so your money is always under your control).
Whether you’re looking to invest a lump sum to beat the bank, setting up your pension or looking to avoid Inheritance Tax, Square One has the answer for you.
Download our free investment process pamphlet 
Or
Call us free to arrange a meeting on 0800 071 1177
You can’t beat a face to face discussion
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"My wife and I have been using Square One since their formation and have been very satisfied with the prompt and valuable advice that we have been given in relation to our investment strategy and the depth of knowledge of available and suitable products. The regular monitoring and updates of market fluctuations with remedial recommendations was particularly beneficial to us during a business secondment outside of UK. Our current portfolio has performed very satisfactorily given difficult market conditions." |