“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 advi
Read More“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 high
Read More“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 reco
Read More“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
Read More“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 mar
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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.
