Our Values


The fair treatment of our customers is central to our business culture.

We believe that maintaining competitive fee structures, exceptional customer communications and a focus on our clients’ financial outcomes are the key ingredients in our recipe for success.

Our services and, where applicable, products we may recommend are designed to meet your needs. You will be provided with clear information and be kept appropriately informed before, during and after the point of sale. Our advice will be suitable for you and will take account of your circumstances. You will be provided with products that perform as we have led you to expect, and the associated service is of an acceptable standard and as you have been led to expect. You will not face unreasonable post-sale barriers to change product, switch provider, submit a claim or make a complaint.
We are a service-driven company focusing on providing tax-driven financial planning for our customers. Our fee-only approach means you can rest assured that we are working to achieve the best outcome for your financial situation.

Whether you are looking for a secure investment, planning your retirement or setting up a business, with Square One you can be sure that your finances are in safe hands.

Please email us on info@sowm.co.uk or call on 01273 921990.

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