The word foursquare means to be firmly and resolutely in support of someone or something.
That commitment defines every client relationship at Foursquare Financial Management. The firm was built to serve retirees and their families — people who have worked hard to build what they have and want confidence that it is being managed with care and discipline.
The approach is never to overwhelm with complexity or jargon. It is to bring calm, structure, and clarity — so the focus can remain on enjoying the years ahead with the people who matter most.
Who we work with
We serve two groups of clients. Everything we do is built around their needs.
Retirees & Families
Retirement income, investment management, estate planning, and later life advice. For people who have worked hard to build what they have — and want it managed with care.
Business Owners
Personal financial planning, pensions, tax efficiency, and exit planning. For owner-managers who want their personal wealth managed separately from their business.
Comprehensive, coordinated financial planning for retired clients and their families.
Whether you need advice on retirement income, investment management, care fees planning, inheritance tax, or estate planning, the Foursquare team will guide you through the options clearly and without jargon.
Why clients choose Foursquare
Chartered
We hold the gold standard in financial planning, requiring the highest levels of qualification and ethical practice.
Independent
We are not tied to any product provider. Our advice is based entirely on what is right for you.
Evidence-based
Our investment approach is grounded in academic research, not speculation or market timing.
Later-life specialists
We understand the specific financial challenges of retirement, care planning, and estate management.
Long-term relationships
We build plans that evolve with your life. Most of our clients have been with us for many years.
A clear process from first conversation to long-term partnership
We start by listening. We build a plan around your life. We manage it with you over time. No jargon, no pressure, no unnecessary complexity.
Take the first step
When the feeling of readiness arrives, the next step is simply a conversation.
A relaxed, no-obligation meeting — by phone, video, or in person — to understand your situation and answer any questions. No jargon, no pressure.