George Square Financial Management has acquired independent financial adviser (IFA) firm, Taylor McGill, in the latest stage of the firm’s corporate expansion plans.

The deal will see Nottingham-based George Square, which provides independent financial planning solutions and mortgage advice across the East Midlands, grow its client base significantly and add an IFA to its team.

Also based in Nottingham, Taylor McGill offers bespoke financial planning services, and the firm has built up a portfolio of 250 private clients since it was founded in 1991 by the company’s directors, Simon Taylor and Gerry McGill.

Taylor’s son, Daniel Taylor, is also a member of the team and is set to join the George Square team as an IFA, bringing with him 10 years’ worth of expertise in supporting clients who have inherited wealth and are looking for financial guidance, as well as in providing retirement and later life planning advice.

As part of the acquisition, George Square will acquire all of Taylor McGill’s client base, which will now be able to access additional financial services provided by George Square, including specialist lending and independent mortgage advice.

“This acquisition marks a significant step in George Square’s three-to-five-year corporate expansion plans that we set out at the start of 2023,” said George Square managing director, George Goward.

“Taylor McGill clients can rest assured that they will continue to receive this top level of service from George Square, whilst also benefitting from the additional services we offer, such as independent mortgage advice.

“We are also delighted to welcome Daniel to the George Square team. His extensive knowledge and expertise will help add value to our personal financial planning service offering.”

McGill commented: “George Square’s values align perfectly with the approach we have always taken at Taylor McGill over the years. Considered planning, sound investment management and the strong ethos of partnership lie at the heart of what the team at George Square does, and I am confident that our clients are in safe hands as we begin this next chapter.”

Simon Taylor added: “This acquisition marks an exciting step for the firm and for our clients, who will be able to benefit from the range of services that George Square offers, including specialist lending and independent mortgage advice.”

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