The story of Square One Wealth Management starts with the formation of Roden Financial Consultants by David Roden whose son Peter took over.
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 later 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 are now based locally in Isfield. We have £200 million of client assets under advice and we are able to advise fully on a remote basis using virtual systems when required. All of our advisers are extensively qualified and experienced to assist with all of your financial planning needs.
We recently joined the Quilter Financial Planning network, which has just been voted for the second year in a row the No 1 Financial Adviser firm by FT Adviser.
About our services:
The great joy of financial freedom is having your heart and mind free from worry about life’s uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish… an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
We would welcome the opportunity to discuss and review your financial situation.