I have always been pleased with the advice I have had from Square One. Their staff combine a high level of technical expertise with a service that is prompt, professional and friendly.
Financial Services For Private Clients
Our private client service is all about wealth preservation. You and your family have worked hard to build up what you have and it’s our job to help you protect it. Working closely with one of our financial planners you will be confident that you know that you are set up as efficiently as possible with sound contingency plans.
Square One's Financial Services
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Inheritance Tax is avoidable. Square One Financial Planning can give you professional financial advice and help you find legal ways to avoid it. |
Looking for professional investment advice? Whether you are planning to invest in shares, bonds or a SIPP, we can find the safest & most lucrative solution. |
Need retirement or pensions advice? Choose Square One's professional services and find out more about your options. |
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Want to find out more about annuities, gift trusts, inheritance tax, care fees or just want to simplify your finances? You can trust Square One's expertise in financial planning for the elderly. |
If you are over 55 and own your own home, equity release can provide you with a steady stream of income, a lump sum or both. Find out more about the process and choose Square One to get advice about all your financial options. |
With hundreds of different mortgage deals on the market, it's hard to know where to start. At Square One, we can not only give you professional advice, but find and apply for a suitable mortgage on your behalf. |
To find out how we can help you, contact us on 01273 921501.
