George Square to kick off 2023 with ambitious growth plans

George Square Financial Management will kick off 2023 with ambitious three-to-five-year plans for corporate expansion.

By 2028, the independent financial advice firm intends to recruit two experienced IFAs, add three new trainee advisers to its team, and purchase a new IFA practice.

Having recently marked its ten-year anniversary in business, George Square has grown significantly since it was founded by managing director George Goward in 2012. The team now has 19 members -representing a 60 percent increase in headcount - and has seen annual turnover rise by over 200% in the last decade.

“George Square Financial Management set out to provide first-class independent financial planning solutions and mortgage advice to individuals and businesses,” explains George Goward. “Our corporate expansion plans have always been focused on growing the firm’s highly experienced team of financial experts and adding new specialisms to our portfolio.”

Amid sustained growth in demand for its impartial mortgage advice, the firm has added two specialist mortgage advisers in the last 12 months. George continues: “The appointments of Phil Browne and Alex Barrett formed a key part of our 2021-22 growth plan. Both joined as Mortgage Protection Advisers in May last year and provide high quality mortgage and protection advice and support to George Square’s growing roster of clients.

“2023 marks the beginning of an exciting time for the business. We are in the process of purchasing a new IFA practice and have plans to recruit five new team members, including three trainee IFAs. We have recorded sustained growth in demand for our independent financial advice throughout our ten years of operation, and the firm is in excellent shape as we begin the next decade.”

“George Square’s values and approach have earned us a strong reputation,” George adds, “which in turn has meant we attract and retain sector-leading talent and experts. Every member of our team possesses the skills, knowledge, and attention to detail for which the firm is known, particularly by our portfolio of clients, many of whom have been with us since the firm began.”

George Square Financial Management is an established firm of independent financial advisers based in Nottingham city centre. For more information, please visit: https://george-square.co.uk/