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Welcome to
Square One Wealth Management

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

  • service

    Savings & Investments

    Often, people save for a specific reason and it's usually the safest way to build up a pot of money....

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  • service

    Pensions

    A well prepared pension plan which is regularly reviewed should go some way to providing you with a ...

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  • service

    Inheritance Tax

    No tax is popular but Inheritance Tax seems to provoke the most resentment. After all, having built ...

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Financial Advisers Located in Shortbridge, Near Uckfield

Financial Advisers Located in Shortbridge, Near Uckfield

Welcome to Square One Wealth Management LLP

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01273 921990 or email us at info@sowm.co.uk and we'll be pleased to help you.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

TESTIMONIALS

See What Our Clients Have to Say About Us

Review from verified client for Victoria Ward

January, 2021

What were the circumstances that caused you to look for a financial adviser?

As explained to Victoria, we want to have some extra monies available to spend in our later years.

How did Victoria Ward help you?

Victoria was utterly professional and extremely patient and kind. She tirelessly explained everything to us and we felt that she had nothing except our best interests at heart for which we are extremely grateful.

Have you seen the outcome you were hoping for?

Hopefully, we are well on our way to achieving our aim with regard to obtaining an Equity Release on our home.

What could they have done better?

In our opinion NO

Review from verified client for John Kelly

January, 2021

What were the circumstances that caused you to look for a financial adviser?

My previous advisor retired and I was not happy about the proposed successor.

How did John Kelly help you?

Initially he reorganised the investments into more suitable platforms. Later, when I told him I wished to consider moving to an ethical investment platform, he researched the options and presented them to me for decision. This felt respectful and helpful.

Have you seen the outcome you were hoping for?

So far things appear to have performed satisfactorily in the present market. I feel able to refer to the firm for advice when needed.

Review from verified client for Victoria Ward

March, 2021

What were the circumstances that caused you to look for a financial adviser?

When both my husband and I retired we felt we needed advice in investing and managing our income. When my husband died I valued the advice i received on ensuring I was acting wisely with investments.d

How did Victoria Ward help you?

We discussed how best to invest my financial situation and maintain a comfortable lifestyle.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I think considering markets I have been satisfied

Review from verified client for John Kelly

January, 2021

What were the circumstances that caused you to look for a financial adviser?

Had a pension fund to invest

How did John Kelly help you?

John gave really good advice on how to invest in retirement

Have you seen the outcome you were hoping for?

Yes, it has been excellent

What could they have done better?

Nothing

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WHERE WE ARE

01273 921990
Maple Barn
Beeches Farm Road
Shortbridge, TN22 5QD


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