Square One Wealth Management LLP
Financial Services - Shortbridge, England, United Kingdom
Square One Wealth Management LLP Employees
Square One Wealth Management LLP Details
The story of our firm starts in 1985 with the formation of Roden Financial Consultants by David Roden whose son Peter took over in 1994.In 2003 Peter joined forces with John Kelly, a practising chartered accountant, and together they formed Square one Financial planning LLP in 2003 from an office in Burgess Hill. Peter retired to take up a role in Canada in 2006 and John was late joined by Nick Jenner in 2011 to form today's board. Our newest partner Victoria Ward worked for Peter Roden before 2003 and so has been on our journey since Square One was set up.We have 5 advisers in 2 locations. We are able to advise fully on a remote basis when required.Our services include full financial planning including Inheritance Tax planning, investments, pensions, business planning, equity release, long term care and protection.Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
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