Client testimonials

  • “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."

    Arvind Shah
  • "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."

    Cenk Ozkan - Weald Computers
  • “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."

    Alex Bowers - Partner Woolley Bevis Diplock LLP
  • “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.”

    Paul Hopwood - P H Consulting
  • “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.”

    Mark and Teresa Johnston Dier - Johnston Veterinary, Crowborough
  • “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.”

    Simon Benvenutto

Stock Exchange Indices

Value Move %
FTSE 100
6329.1299 -6.5903 -0.1%
FTSE 250
17605.4609 -149.7891 -0.84%
FTSE 350
3540.5400 -8.1099 -0.23%
FTSE All Shares
3499.6899 -8.0201 -0.23%
Dow Jones
23775.2695 +147.0293 +0.62%
Nasdaq
7158.0000 -250 -3.37%

Contact Details & Address

Feedback and General Enquiries

Please use the form below if you would like to send us any feedback or you have any general enquiries.

 

 

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)

 

Address Details

Square One Wealth Management LLP
117 Church Road
Hove
East Sussex
BN3 2AF
T: 01273 921990
Email Us