Our advisory team

All of our team are highly experienced in their fields. All have at least ten years experience and our recruitment policy is very much to seek people who can add real value to our clients finances.

John Kelly BA FCA Dip PFS Cert CII (MP&ER)

John Kelly BA FCA Dip PFS Cert CII (MP&ER)

Partner

John Started the firm in 2003 after a successful career in practice as a chartered accountant. His work is mainly centred around later life planning including Inheritance Tax; and corporate work including tax-efficient profit extraction. In his spare time John enjoys outdoor activities including sailing and cycling.
Nicholas Jenner Dip PFS

Nicholas Jenner Dip PFS

Partner

Nick joined Square One in 2010 and has been in financial services for 15 years. In his early career Nick worked for major pension provider and later moved to a life office where he supported financial advisers before moving to a London investment boutique to help manage institutional and adviser sales. In his spare time Nick enjoys cycling and motorcycling.
Kevin Bruce Dip PFS

Kevin Bruce Dip PFS

Financial Planner

Kevin has over 20 years experience in financial services and has evolved around pre and post retirement planning including pensions, investments and also Inheritance Tax planning. Kevin has a great deal of experience in personal pension consolidation and pension drawdown work. Outside of the office Kevin enjoys family life and most outdoor activities including mountain biking, hillwalking and skiing.
Viky Ward Dip PFS Cert CII (MP&ER)

Viky Ward Dip PFS Cert CII (MP&ER)

Financial Planner

Viky has been with Square One since the firm started in 2003. Previously she worked for another financial adviser firm. Her main area of expertise is protection, covering both individual and corporate protection. In her spare time, she enjoys spending time with her two young daughters and taking part in charity runs.