With regards to the planning for the future minimisation of Inheritance Tax, Square One has determined a sound investment policy to secure our children's future.
Mr & Mrs W
East Sussex
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.
Mr & Mrs A
East Sussex
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.
Mr C
Chester
I have known John Kelly for over 10 years, both as a friend and as a financial advisor, and have purchased a number of products on his advice. John is pragmatic, will recommend what works best for me, and is always totally clear about the pros and cons. Furthermore, he has the knowledge and network to offer the best fit. In an age where unbiased advice and trust based relationships are sometimes hard to find, I will always go back to him for financial advice.
Simon Benvenutto
Square One didn't rush me, answered all of my questions and most importantly helped ME decide what to do with MY money, only wish I had put more money into the investments at the beginning!
Mr T H
East Sussex
John Kelly's talks on Tax and Inheritance Tax Planning bring light relief, and possible tax relief to a problem many of us face, that can be mentally, and financially taxing.
Mr J B
Heathfield
As a busy printers finding time to sort out pension schemes, mortgage rates or insurance deals is always a problem. Square One Financial have solved this for us. After speaking to one of their advisors everything was put into place allowing us to concentrate on running our business. As we do this Square One Financial are there in the background to inform us of any movement in the market that we may benefit from.
Mr S S
John Kelly was our first accountant and then financial advisor and has been very helpful and pro-active in management of both aspects of our business and personal finanaces.We could thoroughly recommend him to other businesses and private individuals.
Mark and Teresa Johnston
Dier & Johnston Vetinary
Crowborough
John Kelly is an intelligent man, using a high level of skill and integrity in his work. He has carefully nurtured relationships with some of my accounting contacts for mutual benefit. I would highly recommend him to my contacts and to any accountants seeking a fruitful relationship with a firm of IFAs.
Paul Hopwood
P H Consulting
John Kelly is a very personable IFA who is always willing to help and has the clients best intentions at heart. He is happy to explain advice given and is very quick in responding. When giving advice all options are considered in a very detailed manner. I would definitely recommend using.
Alex Bowers
Partner
Woolley Bevis Diplock LLP
We think John Kelly is somewhat of a unique IFA, being a qualified accountant he brings additional expertise to the table and has certainly provided advice that has benefited both Weald and my personal position.
Mike Nelson
Weald Computers
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.
Cenk Ozkan
Weald Computers
Financial advice with regards to risk mitigation and investments generally is an area which places considerable pressures on the professionals who operate such businesses in a tightly regulated market. The demarcation line of products sold between those that are regulated and those that are not is not always clear. In our experience we have found Square One, staffed and operated by a number of qualified personnel, to be responsive and clear at all times and will continue to use them as our first port of call.
Arvind Shah
