Our trusted financial advisers offer a range of expert financial planning services. Building relationships based on mutual trust. Giving you financial peace of mind. Ensuring you have the most money,when you need it most. Securing your financial future, so that you can live the life you want.
Independent financial planners. Specialising in big financial changes including retiring, selling a business or receiving an inheritance windfall. Our financial advisers structure and manage yourwealth so you have the best chance of success. Sensible low-cost investment portfolios, inheritance tax planning and ensuring you will never run out of money. Fixed and all-inclusive fees for initial and ongoing advice. We don’t charge percentages or take commission.
We are a highly principled firm of Independent Financial Advisers, offering full Holistic Financial Planning and Wealth Management services. We are trusted among our Clients, whether individuals,corporate entities or small business owners, and trustees, to help them accumulate, utilise and maintain their wealth.
Since we established our private practice in 2005, it has been built on the foundation that the client is at the heart of the business. We have built a team and culture to reflect the fundamentalimportance and responsibility of our advisory role, to ensure we can deliver our client promise. We were proud to be one of the first businesses to attain the corporate Chartered Financial Planners status.
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with theircontact telephone number. I have extensive experience in Financial Services spread over 29 years working for Insurance Companies and Banks, culminating in my present role as, Co. Founder and Director, of Concept Financial Solutions and an active provider of Independent Financial Advice.
We bring strong multi-disciplinary project teams to bear supported by proven consulting methodologies, strong analytical tools and project management capability. Many of the professionals in ournetwork have worked in major international accounting and consultancy firms - so with our services, you receive the very best expertise without the overhead!
During the 1970's the Ikano activities involved managing real estate, financial services and insurances for IKEA. Today the Ikano Group owns and develops competitive and profitable niche companies inthe areas of finance, real estate, asset management, insurance and retail. Ikano's strength is distinguished by working together to create long-term solutions based on fair terms that brings value to our customers, partners and to ourselves.
We are the UK's leading corporate finance team operating in the mid-market with a record of achieving outstanding results for our clients. Being independently owned and funded, and having apartnership team with over 200 years of combined mid-market deal experience gained in industry, professional services, private equity and international debt markets, ensures our clients receive the best objective advice available.
We deliver funding packages for all aspects of Asset Finance, Banking and Property transactions working for our clients to negotiate, underwrite and secure flexible and competitive packages with alarge panel of funders. We have delivered multi million pound transactions for clients with substantial capital expenditure programmes as well as one off car transactions for £10,000. Nothing is too big and most of the time, nothing is too small.
We are firm believers that a financial services practice should add value and peace of mind. Our solutions are always delivered in the most cost effective and straightforward manner and treating ourcustomers fairly is a core part of our business ethos. We really feel that our service and experience will help you achieve your financial objectives.
Never have I felt my account was just another "number in a client file." Quite the opposite, my advisor knows me as an individual and I hold his services in the highest regard. In October 2012 GeorgeSquare Financial Management successfully took over the long-standing financial management company Nelson Dean Associates.
Here at Investment Sense we are passionate about making your money work harder for you and helping you to make better financial decisions. Whether you use our website to find the information you needso you can make your own financial decisions, or you take advice from one of our highly qualified team of IFAs, we are here to help you, in a clear, transparent and fair way.
You can find out more about our services by clicking on the relevant boxes at the side of this page. The guidance and/or advice contained in this website is subject to UK regulatory regime and istherefore restricted to consumers based in the UK. There may be a fee for Mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be £500.