East Midlands-based Financial Planning firm George Square Financial Management has added a Chartered financial adviser to its team to support the firm’s expansion plans.

George Square, which provides independent Financial Planning solutions and mortgage advice to private individuals and businesses, has recruited George Bonsall to provide holistic Financial Planning advice to the firm’s clients.

He specialises in retirement and later life advice as well as investments, protection, and estate planning.

Prior to joining George Square, Mr Bonsall worked at an independent IFA firm in Nottinghamshire.

Beginning his career in the financial services industry in 2006, he has worked at some of the nation’s largest mortgage providers, including Nationwide Building Society, where he was responsible for managing a team of mortgage consultants.

As well as having recently achieved chartered status through the London Institute of Banking and Finance, Mr Bonsall is an accredited member of the Society of Later Life Advisers (SOLLA).

Mr Bonsall said: “I have worked with George Square on a number of previous cases through an introductory basis and felt strongly that it was a company that I would like to be a part of. Building trust with current and new clients is always a challenge faced by those in the financial services sector.

"While having a strong brand, a great team, and the relevant qualifications and recognitions are all key elements to building trust, it is spending time with and showing commitment to clients that really solidifies the relationship. Client satisfaction is at the heart of what George Square does, and as this is something I feel so passionately about, I knew we would be a great fit.”

George Square plans to have 10 advisers by the end of the first quarter of next year.

George Goward, managing director at George Square, said: “I am delighted to welcome George to the team – his level of accreditation will help enrich the services that we offer, and I know his values align strongly with ours. At just 31, George is highly qualified and has extensive experience in the industry. The average age of advisers in the IFA sector is continuing to increase to well over 50, so we feel that having younger advisers on board is also important from a succession planning point of view.”