Leading Sussex financial advisors Square One Wealth Management
has opened an office in Eastbourne.
Partners John Kelly and Nicholas Jenner have long helped people in
Eastbourne with their finances and felt the time was right to have a base in the
John, who is qualified as a Chartered Accountant and a financial adviser, said:
“Nick and I both love Eastbourne and have extensive professional connections
in the town. We are looking forward to helping more people here manage their
“We advise all ages groups, from people seeking their first mortgage to those
wishing to make the most of their money in retirement. We also help wealthier
clients with high-level tax planning.”
Square One has taken an office in Eastbourne town centre at 97 Cavendish
Place, above John Whippy Insurance Brokers, and can be contacted by calling:
01323 332902 or emailing: email@example.com
Nicholas said: “We can advise clients on a wide range of financial issues
including pensions, Inheritance Tax, equity release, tax-based investments and
care fees planning.
“We are all about taking the stress out of financial decisions for our clients so
they can enjoy their time, knowing their finances are in good hands.”
Square One Wealth Management, which has been running for 11 years, has its
headquarters at Shoreham Airport and also an office in Lewes.
It has a 10-strong team of experienced financial advisers, making it one of
Sussex’s largest financial advice firms, with a very busy mortgage department,
dealing with commercial property finance and buy-to-let properties.
John said: “All of our advisers are highly qualified and bound by the most
stringent code of professional practice. We are, of course, regulated by the
Financial Conduct Authority.”