Daniel Taylor is our independent financial adviser. Daniel is supported by the wider team of advisers and administrators at George Square Financial Management.

Yes. As Independent Financial Advisers our obligation is to you, not the product provider. We strongly believe being independent helps us deliver the best outcomes for our clients.

Yes, we are an Appointed Representative of George Square Financial Management, which is authorised and regulated by the Financial Conduct Authority (FCA).

George Square Financial Management is a well-established firm of independent financial advisers, authorised and regulated by the Financial Conduct Authority (FCA). They ensure we operate in a compliant way and to industry standard. They also provide us with regulatory, administrative and technological support.

We ensure that there’s always someone in the office to take your call and that our advisers aren’t on holiday at the same time; there is always an authorised individual available to deal with any urgent enquiries. Our advisers also do tend to answer their emails when away, but perhaps just not as promptly as would normally be expected.

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