Our Team

Learn more about our team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

John Kelly

Financial Planner & Partner

John started the firm in 2003 after a successful career in practice as a chartered accountant

01273 921990

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Nicholas Jenner

Financial Planner & Partner

Nick joined Square One in 2010 and has been in financial services for 19 years.

01273 921990

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Victoria Ward

Financial Planner & Partner

Victoria has been with Square One since the firm started in 2003, and in the financial industry for just shy of 20 years

01273 921990

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Kevin Bruce

Financial Planner

Kevin has over 30 years experience in financial services, and joined Square One Wealth Management in 2010, having previously working for a number of banks and regional financial advice  firms.

01273 921990

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Elian Lawrence

Financial Adviser

Elian has been working in the Financial Services industry for 35 years.  She has been with Square One since February 2018. 

01273 921990

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