Address Details
Square One Wealth Management LLP
Maple Barn
Beeches Farm Road
Shortbridge
Near Uckfield
TN22 5QD
T: 01273 921990
Email Us
“Financial advice with regards to risk mitigation and investments generally is an area which places considerable pressures on the professionals who operate such businesses in a tightly regulated market. The demarcation line of products sold between those that are regulated and those that are not is not always clear. In our experience we have found Square One, staffed and operated by a number of qualified personnel, to be responsive and clear at all times and will continue to use them as our first port of call."
"John Kelly is the best I have met in his field. He is very knowledgeable, trustworthy and efficient. He is always helpful and available to answer my questions. I would not consider anybody else for Financial advice."
“John Kelly is a very personable IFA who is always willing to help and has the clients best intentions at heart. He is happy to explain advice given and is very quick in responding. When giving advice all options are considered in a very detailed manner. I would definitely recommend using."
“John Kelly is an intelligent man, using a high level of skill and integrity in his work. He has carefully nurtured relationships with some of my accounting contacts for mutual benefit. I would highly recommend him to my contacts and to any accountants seeking a fruitful relationship with a firm of IFAs.”
“John Kelly was our first accountant and then financial advisor and has been very helpful and pro-active in management of both aspects of our business and personal finances. We could thoroughly recommend him to other businesses and private individuals.”
“I have known John Kelly for over 10 years, both as a friend and as a financial advisor, and have purchased a number of products on his advice. John is pragmatic, will recommend what works best for me, and is always totally clear about the pros and cons. Furthermore, he has the knowledge and network to offer the best fit. In an age where unbiased advice and trust based relationships are sometimes hard to find, I will always go back to him for financial advice.”
| Value | Move | % |
| FTSE 100 | ||
| 6882.42 | -6.7  |
-0.097 |
| FTSE 250 | ||
| 22189.06 | 35.51  |
0.16 |
| FTSE 350 | ||
| 3951.08 | -2 |
-0.051 |
| FTSE All Shares | ||
| 3932.32 | -1.57 |
-0.04 |
| Dow Jones | ||
| 33745.4 | -55.203 |
-0.163 |
| Nasdaq | ||
| 13849.999 | -50.201 |
-0.361 |
Square One Wealth Management LLP
Maple Barn
Beeches Farm Road
Shortbridge
Near Uckfield
TN22 5QD
T: 01273 921990
Email Us
If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department, Riverside House, The Waterfront, Newcastle Upon Tyne, NE15 8NY
Email: QFPComplaints@quilter.com
Tel: 0191 241 0700
You can find more information by visiting the Quilter Financial Planning website at
www.quilterfinancialplanning.co.uk
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)
Wealth Management
Long Term Care
Business Protection
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.