George Square Financial Management - Member Case Study

What do you do? 
George Square Financial Management provides independent financial planning solutions and mortgage advice to both individuals and businesses in the Southeast of England as well as the Midlands. Our approach is professional, friendly and client-focused whether you’re looking for expert advice on pensions, planning for the future, have a lump sum to invest, need help securing a mortgage or need a financial plan for your business. Our team of experienced, independent financial advisers work hard to build long-lasting relationships with our clients, 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 what we do. With George Square you can be sure of a proactive approach and a dedicated, personal service that helps to build, safeguard and grow your wealth in a manner that best suits you. 

Why did you join the Chamber?
I have many long-standing clients in London and the Southeast, but when I relocated to Worthing in 2022, I was aware that although George Square Financial Management is well established in the Midlands (our head office is in Nottingham), the name was new to the people and businesses of Worthing. I was keen to expand my network in the area and establish new connections.   

Having been a part of the East Midlands Chamber network for many years, I was pleased to see that Worthing and Adur offered a similar range of activities and events, which I find invaluable. I have thoroughly enjoyed the events I’ve attended so far, and I’m delighted to have met many interesting people and useful connections. 

What’s your favourite thing about being a member? 
The events. Not only are they enjoyable and useful, they are also well-organised and ran with professionalism. 

Also, the people I’ve met, both at the Chamber and fellow members. Everyone has been friendly, enthusiastic, and welcoming, and have helped to make my relocation a much smoother process than I expected. I’m looking forward to making many more connections and introducing George Square Financial Management. 

 https://george-square.co.uk/