Most people will accumulate a number of pension plans throughout their working lives and very often benefit from an exercise to consolidate all of these into one place.
Find out more about pensions and pension consolidation here: bit.ly/3HsK5Zj
Taking the first step onto the property ladder can be overwhelming and a bit of a minefield searching the market for the best mortgage deal and lender that’s right for you.
Find out more about how we can support you in buying your first home here: bit.ly/43inZS4
A trust fund, often referred to simply as a trust, is a legal arrangement where one party, known as the settlor, transfers assets to a trustee, who manages them on behalf of one or more beneficiaries.
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We're always delighted to receive positive feedback from clients and pride ourselves on our responsive and dedicated team.
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Mortgage protection insurance is a type of cover designed to help you pay your mortgage if you’re unable to work due to accident, sickness or unemployment.
Find out more about the different types of mortgage protection insurance in our blog here: bit.ly/3WOmuqt
As an employer, do you understand your current pension obligations? Do you know which group pension schemes comply with the latest regulations?
George Square Financial Management is here to guide you through the pension maze.
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Scammers are often convincingly professional, with credible looking websites, testimonials and materials that are hard to distinguish from the real thing. It’s therefore vital that you are able to spot the warning signs of a pension scam.
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Whether you are already retired, or you are approaching retirement and aware that you need to sharpen up your financial arrangements, our specialist later life planning advisers in Nottingham can help you get your financial affairs into shape: bit.ly/3RZyFi3
If you’re considering consolidating your pensions, speaking to a qualified independent financial adviser can help you understand whether it may be suitable for your circumstances.
In our recent blog we discuss the key factors to consider: bit.ly/3Ruy8aZ
Our expert advisers can offer comprehensive remortgage advice to help you secure a better deal on your mortgage.
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Small, UK family businesses have an especially hard time navigating regulation and legislation, all of which are outside their immediate control.
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Under the pension regulations, every employer must now contribute to every eligible employee’s pension scheme. This is to fill the massive retirement savings gap that has emerged in recent years.
Find out more about pension auto enrolment here: bit.ly/4oJzH0Y
Meeting a financial adviser for the first time can feel like a big step, particularly if you are feeling the pinch from rising costs.
We outline what you can expect when meeting with a financial adviser for the first time and how to best prepare: bit.ly/4mQyFhj
Whether you’re looking to start a pension or approaching retirement, our specialist pension advisers can provide a clear picture of what your pension pot will look like and how much you need to save.
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Inheritance tax is a key consideration for family business owners and, understandably, they want to ensure as much of their business wealth as possible is passed on to the next generation.
Learn more about the importance of early succession planning: bit.ly/4bCzINq
At George Square we understand how stressful the house buying process can be and are on hand to support our clients and help to lighten the load in any way that we can.
Read more of our client testimonials here: bit.ly/4g6dplL
The main reason to write a will is to ensure your wishes are carried out after you die, but did you know it could help you mitigate how much Inheritance Tax (IHT) your estate will be liable for too?
Read our blog to find out more here: bit.ly/4wu0Fwv
Whether you’ve won the lottery, come into an inheritance or built up a nest egg through regular savings, you will want to make the most of your financial position and invest it wisely.
We provide comprehensive, impartial investment advice: bit.ly/46bUmDC
With the number of chronic illness cases increasing, it is vital to understand how best to protect yourself and your finances in the event that you have to take some time off work.
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If you are considering purchasing your first investment property and are looking to rent it out, our experienced mortgage advisers can check on your eligibility to apply for a buy to let mortgage and find out how much you could borrow.
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