Square One Wealth Management LLP is an independent, partner-owned financial planning and wealth management firm based in Edinburgh. Founded on the principle of placing client interests first, the company offers a comprehensive suite of services including investment management, retirement planning, inheritance tax planning, and protection. As Chartered Financial Planners, they adhere to a high standard of professionalism and ethics, focusing on building long-term relationships to help clients achieve their financial goals.

Founded in

United Kingdom