Investment Consultants in Loughborough, Leicestershire

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. George Square Financial Management follows a carefully designed financial planning process so that you know exactly what is happening at each stage. Firstly, we will arrange an introductory meeting to fully explain how our service works. Your Adviser will then work with you to fully understand your objectives and develop these into well defined goals. Once your objectives are agreed, we will work with you to complete a Personal Financial Plan, when this has occured and we've constructed your Personal Financial Plan, we'll take you through it stage by stage. At this point in the process we will now of put your plan into action, and you can be rest assured in the knowledge that we will be taking care of all the necessary final steps to turn your plan into reality. Your Adviser will help you review your Personal Financial Plan to make sure it is on track with your objectives.

Specialist portfolio management from a leading investment manager* Managing charity portfolios has been a core part of Brewin Dolphin's business for over 65 years. We remain committed to working with our charity clients to help them achieve their financial goals.