Foursquare –

‘firmly and resolutely in support of someone or something’

Chartered Financial Planners publicly commit to a customer-first approach and values that align with a professional Code of Ethics.

We’ll provide planning and advice relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

Are you searching for peace of mind when it comes to your money?

Financial Planning will help remove stress about money by offering a clear explanation of your choices and options.

By working with Foursquare Financial Management, you can achieve your financial goals in life and make the important decisions with confidence.

Whether you need impartial advice on retirement, investment management, care fees planning, inheritance tax or complex financial planning, we are here to guide you through the options so you can get what you want out of life.

Later life advice

Later Life Advisers specialise in the financial needs of older people. Professional qualifications whilst essential rarely give a full picture of an adviser expertise.

Those advisers who have taken the further steps to become independently accredited can offer the added reassurance that they offer the practical help and guidance needed to help you make the right decisions at the right time.

Our advice is accredited by the Society of Later Life Advisors for the highest quality of later life and retirement advice.  Our objective is clear – to help clients retain their family’s wealth and to protect their loved ones.

Retirement advice 

When making plans for your retirement years, you may find that the help from a well-qualified adviser is invaluable. You, and your family, may face many complex decisions when looking at issues such as investment, annuities, using your property to supplement income and looking after yourself and your dependants throughout your retirement.

Careful and considered advice could help you make the right decisions. The Retirement Advice Standard links you to an independently accredited  adviser who can help you to explore which solutions may be right for you and, where they are also involved, your family and other dependants.

What Our Clients Say

“I’ve been working with Barra for many years and rely on his advice. He has advised me before, at and throughout my retirement. I know from this experience he will be there when I need him. Keep up the good work.”

Mr Allen, Belfast

“Thank you so much for your assistance over my retirement package. Barra worked hard to achieve the best result possible from the Insurance Company, in what was a complex issue, and I was really pleased with the outcome. I can now enjoy retirement with confidence due to the advice received from a trusted adviser.” 

Chris, Bangor

Want to know more?

To find out more or to arrange a meeting with us, please call
02895 909717, or email