Company history

The story of our firm starts in 1985 with the formation of Roden Financial Consultants by David Roden whose son Peter took over in 1994.

In 2003 Peter joined forces with John Kelly, a practising chartered accountant, and together they formed Square one Financial planning LLP in 2003 from an office in Burgess Hill. Peter retired to take up a role in Canada in 2006 and John was late joined by Nick Jenner in 2011 to form today’s board. Our associate Victoria Ward worked for Peter Roden before 2003 and so has been on our journey since Square One was set up.

We have 5 advisers in 2 locations and manage £200 million of client assets. We are able to advise fully on a remote basis when required.