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About George Square Financial Management Ltd

Financial management is our business

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.

Serving our client's best interests at all times

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. Instead we invest our time in getting to know you, listening and learning until we fully understand your priorities, needs and aspirations in both the short and long-term.

With considered planning, sound investment management and the strong ethos of partnership that lies at the heart of George Square Financial Management, you can be sure of a proactive approach and a dedicated, discreet and definitive service which will help build, invest, safeguard and grow your wealth in a manner that best suits you.

We establish strong relations with each and every client, built on mutual trust and respect. By staying true to these values we've been privileged to become a truly valued and trusted partner to hundreds of people and businesses.

- creation of future capital and building of assets

- promoting growth of investments

- reduction of taxes and safeguarding of capital

- transferring your wealth to future generations

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