Meet The Team

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

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    01273 921990

    John Kelly BA FCA Dip PFS Cert CII (MP&ER)

    Financial Planner & Partner

    John started the firm in 2003 after a successful career in practice as a chartered accountant. His work is mainly centred around later life planning including Inheritance Tax; and corporate work including tax-efficient profit extraction. In his spare time John enjoys outdoor activities including sailing and cycling.

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    01273 921990

    Nicholas Jenner Dip PFS

    Financial Planner & Partner

    Nick joined Square One in 2010 and has been in financial services for 19 years. In his early career Nick worked for major pension and investment providers as a consultant to advisers before moving to a London investment boutique to help manage institutional and adviser sales.  Nick enjoys working with successful business owners in areas such as Pensions, Protection and Investment Planning.  In...

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    01273 921990

    Victoria Ward Dip PFS Cert CII (MP&ER)

    Financial Planner

    Victoria has been with Square One since the firm started in 2003, and in the financial industry for just shy of 20 years. Her main areas of expertise are Investment Planning, Retirement Planning and Workplace Pensions. In her spare time, she enjoys spending time with her two young daughters and taking part in charity runs.

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    01273 921990

    Kevin Bruce Dip PFS

    Financial Planner

    Kevin has over 20 years experience in financial services and has evolved around pre and post retirement planning including pensions, investments and also Inheritance Tax planning. Kevin has a great deal of experience in personal pension consolidation and pension drawdown work. Outside of the office Kevin enjoys family life and most outdoor activities including mountain biking, hillwalking and...

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    01273 921990

    Elian Lawrence

    Financial Adviser

    Elian has been working in the financial services industry for 30 years.  She has been with Square One since February 2018.  Her main areas of advise are in and around pension planning including drawdown plans, investments, Inheritance Tax planning, Long-Term Care Planning and Equity Release mortgages. Outside of the office she enjoys spending time with her family and travel.