Company History


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.  Our business is now set up to deliver services fully remotely and so we can and do act for clients anywhere in the UK.

We have recently moved to a stunning village, Shortbridge in East Sussex, close to places such as the historical Piltdown Pond, Bluebell Railway, Sheffield Park and the South Downs.

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Square One Wealth Management profile

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