The first step is a conversation

Whether you are thinking about retirement, reviewing your financial plan, or simply want a second opinion — Foursquare would welcome the chance to listen.

The initial meeting is relaxed, free of charge, and comes with no obligation. It usually lasts around an hour and can take place by phone, video, or in person at our Belfast office.

What to expect

conversation

A conversation

Relaxed, free of charge and no obligation. Bring your questions — not paperwork.

discovery and analysis

Discovery & analysis

A careful look at what is in place already and what could work better.

written plan

A written plan

Clear, practical steps tailored to your goals — only if Foursquare is the right fit.

The conversation covers your situation — income, savings, family, concerns. Expect careful listening. If Foursquare can help, you will hear exactly how, what it will cost, and what happens next. If it is not the right fit, that will be said honestly.

You do not need to prepare anything in advance. Just bring your questions.


Get in touch

Call us
028 9590 9717

Email us
hello@foursquarefm.com

Visit us
Eagle Star House, 5-7 Upper Queen Street, Belfast, BT1 6FB

Foursquare Financial Management Limited

Eagle Star House
5-7 Upper Queen Street
Belfast
BT1 6FB

028 9590 9717