Investments

Why should you invest your money through us?

  • We specialise in investment advice for individuals with over £250,000, although we are pleased to offer guidance for smaller amounts.
  • We are fee-only and so you can be sure that what we recommend is selected for you and not to line our pockets.
  • We see ourselves as strategic planners and only advise after carefully considering what you hope to achieve with your money.
  • Your experience and appetite for risk are carefully evaluated before we recommend anything.
  • Generally we encourage clients to engage discretionary managers within the products we recommend (where possible), so for a SIPP , for example, we would suggest engaging a stockbroker with whom we would work to create a bespoke retirement solution for you.
  • We help advise on funds totalling over £73 million already so you are in good company.
  • In cases where we are asked to recommend specific funds we do so only after carefully vetting and we keep our panel of recommended funds under review
  • We are a leading firm of Sussex investment advisers

For more information on how we can help you, please call us on 01444 871177, or e-mail a question to john@squareonefinancial.co.uk

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Square One Financial Planning LLP, Hangar 4, Shoreham Airport, Shoreham-by-Sea, West Sussex, BN43 5FF
Registered office: Preston Park House, South Road, Brighton, BN1 6SB - Registered in England number OC302212
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