The story of our firm starts in with the formation of Roden Financial Consultants by David Roden whose son Peter took over.
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 later joined by Nick Jenner in 2011 to form today’s board. Our newest partner 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 £200 million of client assets under advice. We are able to advise fully on a remote basis when required.
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NEWSLETTER
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Square One Wealth Management LLP
Maple Barn
Beeches Farm Road
Shortbridge
Near Uckfield
TN22 5QD
T: 01273 921990
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The Financial Conduct Authority does not regulate Inheritance Tax Planning.
Square One Wealth Management LLP is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Limited are entered on the FCA register (http://www.fca.org.uk/register) under reference 497604.
Square One Wealth Management LLP is registered in England and Wales, No. OC304412. Registered Office: Maple Barn, Beeches Farm Road, Shortgate, Near Uckfield, TN22 5QD.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
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