George Square Financial Management Ltd

George Square Financial Management Ltd Friendly and professional independent financial and mortgage advice. Free initial consultation. Home visits available.

Expertise in pensions and pension transfers, investments, financial protection, retirement planning, tax planning and mortgages. George Square Financial Management provides professional, independent financial advice to individuals and businesses from our offices in Nottingham city centre. Our friendly advisers help clients to build and preserve wealth to achieve their desired lifestyle and financi

al objectives and provide an enduring legacy for the future. From mortgages, savings and life assurance through to tax planning, pensions, retirement planning and complex investments, George Square is a trusted partner to hundreds of individuals and businesses. We work hard to establish long-lasting relationships with each and every client, getting to know you and your financial objectives and building mutual trust and respect. Considered planning, sound investment management and the strong ethos of partnership lie at the heart of George Square. By staying true to these values you can be sure of a proactive approach and a dedicated, discreet and definitive service that helps to build, invest, safeguard and grow your wealth in a manner that best suits you.

Succession planning may be one of the most challenging experiences facing any business leader, especially an entrepreneu...
02/06/2026

Succession planning may be one of the most challenging experiences facing any business leader, especially an entrepreneurial business owner who has built a family business from scratch. Getting it right is essential – for many family businesses, succession is a once in a lifetime transition.

Read our blog to find out more about how taking advice early on can ease the stress and help family businesses to meet their current and long-term goals//bit.ly/4bCzINq

Meeting a financial adviser for the first time can feel like a big step, particularly if you are feeling the pinch from ...
28/05/2026

Meeting a financial adviser for the first time can feel like a big step, particularly if you are feeling the pinch from rising costs and uncertain economic times. It might even seem counter-intuitive to pay for financial advice when you are focused on managing your outgoings.

However, taking the opportunity to sit down with an independent adviser can help you feel more confident about where you stand, ensure your budget is realistic and give you a clearer sense of how your longer-term plans might be shaped.

Find out more about what you can expect and how to prepare for a meeting with a financial adviser: https://bit.ly/4mQyFhj

Taking the first step onto the property ladder can be overwhelming and a bit of a minefield searching the market for the...
25/05/2026

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.

A lot of lenders offer tempting low fees, contributions towards legal costs and sometimes cashback for first time buyers, but there is often a trade-off for these deals and certain criteria that must be met to qualify. This is why it’s a good idea for first time buyers to seek professional mortgage advice, so that you fully understand your options before applying for a mortgage.

Find out more here: https://bit.ly/43inZS4

Whether you’re looking to start a pension or approaching retirement, our specialist pension advisers can provide a clear...
22/05/2026

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, how much you need to save, and advise if any further provision is needed to achieve the lifestyle you want.

Whatever you need, we are here to help. Find out more here: https://bit.ly/3Jtg255

The most common pension scams to look out for: Pension review scamsProfessional advice on pensions from a qualified advi...
20/05/2026

The most common pension scams to look out for: Pension review scams

Professional advice on pensions from a qualified adviser is not free. As such, if you are contacted unexpectedly and offered a free pension review, it’s highly likely to be a scam.

Free pension reviews are designed to persuade you to move your money from your current pot into a high-risk scheme. Your pension pot is then invested in unusual investments such as overseas property, forestry, storage units, care homes, biofuels or businesses you may not be familiar with. Some of these investments are badly run, while others are outright scams.

Find out more about how to spot a pension scam here: https://bit.ly/3SuUAOO

The most common pension scams to look out for: Early pension release scamsIt is important to be extremely cautious of an...
13/05/2026

The most common pension scams to look out for: Early pension release scams

It is important to be extremely cautious of any scheme offering to help you release cash from your pension before your normal minimum pension age (NMPA), currently age 55 (increasing to age 57 from 6 April 2028, unless you have a protected pension age). Often called ‘pension liberation’ or ‘pension loans’, these schemes are almost always scams.

Find out more about how to spot pension scams here: https://bit.ly/3SuUAOO

No matter how financially savvy you are, scammers are often convincingly professional, with credible looking websites, t...
11/05/2026

No matter how financially savvy you are, 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.

Tell-tale signs of pension scams include:
📞 Cold calls, emails or texts
📈 High-pressure sales tactics
💻 Misleading websites
💷 The promise of guaranteed better return on your pension savings
✍️ Being offered a free pension review

Find out more about pension scams here: https://bit.ly/3SuUAOO

The ISA allowance is changing from April 2027 in a bid to encourage more people to invest. Currently, individuals aged 1...
07/05/2026

The ISA allowance is changing from April 2027 in a bid to encourage more people to invest.

Currently, individuals aged 16 and over can save up to £20,000 each year into a cash ISA without having to pay tax on it. For those aged 18 and over, you can allocate your £20,000 allowance across cash, stocks and shares, or any combination of the two.

From April 2027, the overall £20,000 ISA annual allowance isn’t changing, but the limit for how much of that allowance can be saved in a cash ISA will reduce to £12,000 from the 2027/28 tax year for anyone under the age of 65.

Find out more about what this means here: https://bit.ly/4t5wlX5

We are always thrilled to hear positive feedback from clients and to know that they are happy with our services and the ...
05/05/2026

We are always thrilled to hear positive feedback from clients and to know that they are happy with our services and the way in which we work.

Mortgages can be incredibly complex and tricky to navigate and so we are happy to be able to support our clients and make this process as easy as possible.

Visit our website to find out more about what our clients are saying: https://bit.ly/4g6dplL

Renters' Rights Act key changes: A formal process for increasing rentThere will be tighter rules around how often rent c...
30/04/2026

Renters' Rights Act key changes: A formal process for increasing rent

There will be tighter rules around how often rent can be increased, with increases more than once a year likely to be prevented. The only valid way to increase rent will be by following the section 13 process; landlords will be required to give prescribed notice, and tenants will have the right to challenge increases they believe are unreasonable, potentially through a tribunal or similar mechanism. As a result, landlords should expect more formal documentation and set timescales around rent reviews.

Find out more here: https://bit.ly/46X8dxq

Address

8B George Street
Nottingham
NG13BE

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when George Square Financial Management Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to George Square Financial Management Ltd:

Share