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 George Square Financial Management successfully took over the long-standing financial management company Nelson Dean Associates. George Square Financial Management create, build and preserve wealth on behalf of discerning individuals and businesses to help them achieve their desired lifestyle and financial objectives and provide an enduring legacy for tomorrow.
As well as addressing simple and straightforward issues such as mortgages, savings and life assurance, we can help to resolve more complex matters, whether investment for growth, inheritance tax or retirement planning. At George Square Financial Management we recognise that no one knows your financial situation better than you. We don't start with a pitch or deal in off-the-shelf products or one-size-fits-all packages.
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