Square Financial

About Our Expertise

Square Financial is a team of experienced mortgage specialists based in West Yorkshire, with advisors also located throughout the North of England. We offer comprehensive financial planning services, specializing in mortgages and insurance solutions tailored to individual and corporate needs. Our core values revolve around understanding your aspirations, wants, and financial goals to create a personalized strategy for achieving them.

Mortgage Solutions

• Secured and unsecured mortgage options
• Retirement interest-only mortgages
• Lifetime mortgages
• Mortgage protection insurance
• Capital release solutions

Insurance Solutions

• Life assurance with flexible cover options
• Term assurance policies
• Mortgage protection insurance

Financial Planning Guidance

• Comprehensive financial review and assessment
• Tailored recommendations for investments, savings, and insurance
• Review of existing financial arrangements and potential optimization

Our Approach

We believe in a collaborative and transparent approach to financial planning. We take the time to:

• Listen attentively to your financial goals and aspirations
• Educate you on different options and their potential risks and rewards
• Present clear and concise information in digestible terms
• Work with you to make informed financial decisions
• Provide continuous support and guidance throughout your financial journey

Our Experience and Expertise

Our team of experienced mortgage and insurance professionals has been assisting clients with their financial needs for over 10 years. We have access to a vast network of lenders and insurance providers, allowing us to offer competitive rates and customized solutions.

Working with Square Financial

We believe in building strong, long-lasting relationships with our clients. Our commitment to transparency and personalized service ensures that you are always kept updated and involved in the process. We are dedicated to exceeding your expectations and providing you with the guidance and support you need to achieve your financial goals.