Square One Financial Planning

Often, people save for a specific reason and it's usually the safest way to build up a pot of money. A well prepared pension plan which is regularly reviewed should go some way to providing you with a. 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. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.

We believe that maintaining competitive fee structures, exceptional customer communications and a focus on our clients' financial outcomes are the key ingredients in our recipe for success. Our services and, where applicable, products we may recommend are designed to meet your needs. You will be provided with clear information and be kept appropriately informed before, during and after the point of sale.

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

The story of our firm starts in 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.

We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?. Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.