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.
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.
What Clients Say
Relationships built over years, not meetings.
“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.”
— Mr Allen, Belfast
“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
“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
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.