George Square Financial Management Ltd

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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 financial 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.

At what age can I draw my pension?Generally, personal and company pension benefits can be drawn from age 55. State pensi...
15/10/2026

At what age can I draw my pension?

Generally, personal and company pension benefits can be drawn from age 55. State pensions currently start from age 66 however this is gradually increasing to 67 between now and 2028.

Visit our FAQs page to learn more about pensions: https://bit.ly/3RK7MiU

Starting from 6 April 2027, unused pension funds could form part of your estate and be subject to IHT – a departure from...
13/10/2026

Starting from 6 April 2027, unused pension funds could form part of your estate and be subject to IHT – a departure from the current tax-free treatment for beneficiaries.

In our blog we discuss these upcoming changes, how they could impact you and the best way to prepare ahead of the changes. Read more here: https://bit.ly/4hjcMoW

If you’ve had several jobs during your career, the chances are that you have more than one pension pot. Managing multipl...
08/10/2026

If you’ve had several jobs during your career, the chances are that you have more than one pension pot. Managing multiple pensions can be confusing and time consuming.

Pension consolidation (combining your pension pots together under one roof) is a simpler way to take control of your pension savings.

Find out more about pension consolidation and how we can support with this here: https://bit.ly/3HsK5Zj

How do I find where my pensions are held?We can help you to track down historic pension plans. Many people are pleasantl...
30/09/2026

How do I find where my pensions are held?

We can help you to track down historic pension plans. Many people are pleasantly surprised of the value of pension plans from the past – particularly those held with previous employers.

Read more about tracing lost pensions here: https://bit.ly/4Ab8v0p

A common query from investors is why investment portfolios contain a mixture of assets, including those that have underp...
24/09/2026

A common query from investors is why investment portfolios contain a mixture of assets, including those that have underperformed relative to others.

While it may seem logical to invest solely in the best-performing assets, this approach overlooks a fundamental principle of investment management: risk and diversification.

Find out more: https://bit.ly/4qzSZa9

Estate and inheritance tax planning is an important part of wealth management and forms part of the tax planning process...
22/09/2026

Estate and inheritance tax planning is an important part of wealth management and forms part of the tax planning process. It can help to minimise the impact of taxes and other costs on your estate following your death.

Effective planning ensures you pass on more of your wealth to your chosen beneficiaries while paying less inheritance tax (IHT). Our advisers can help you put strategies in place to minimise your IHT liabilities.

Read more here: https://bit.ly/4y455Lj

Would you choose £50,000 over the chance of £1m?Last month, a YouGov survey asked thousands of people this very question...
17/09/2026

Would you choose £50,000 over the chance of £1m?

Last month, a YouGov survey asked thousands of people this very question: would they choose £50,000 upfront, or flip a coin for a 50/50 chance of winning £1m? The results shone a spotlight on just how risk averse UK investors are as a collective, and particularly how risk averse women are.

Read our blog to find out the response, and to learn more about the investment gap: https://bit.ly/3UWCrNM

Meeting a financial adviser for the first time can feel like a big step, particularly if you are feeling the pinch from ...
16/09/2026

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.

In this guide,we outline what you can expect when meeting with a financial adviser for the first time, how to best prepare, and why seeking independent advice is worth considering: https://bit.ly/4cW1czC

What are specialist mortgages?Should you have specialist borrowing requirements, such as purchasing commercial premises,...
14/09/2026

What are specialist mortgages?

Should you have specialist borrowing requirements, such as purchasing commercial premises, rental or overseas properties, or indeed have adverse credit, we are likely to be able to help you secure the finance you need from our panel of specialist lenders.

Find out more about our specialist lending services here: https://bit.ly/4wGO7Bl

Bringing your pensions together into one place may make managing your retirement savings simpler, but it isn’t always ne...
11/09/2026

Bringing your pensions together into one place may make managing your retirement savings simpler, but it isn’t always necessarily the right choice. Every pension is different, and there may be valuable benefits or guarantees attached to some schemes that could be lost if you transfer.

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 blog, we look at some of the key factors to consider: https://bit.ly/4gqvFXE

Address

8B George Street
Nottingham
NG13BE

Opening Hours

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

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