Queens Square Wealth Management Ltd was founded in 2009 by Gemma Young, and is a Senior Partner Practice of St. James’s Place Wealth Management. Gemma still remains the Managing Director of the business, and is also a Chartered Financial Planner.
The Practice has now also been awarded the prestigious Chartered Financial Planning Status – the gold standard for financial planning and only awarded to firms which meet rigorous criteria relating to the highest level of professional qualifications and good ethical practice.
Our offices are in the pretty town of Corsham, Wiltshire. With our fantastic support team, we work with clients stretching around Bath through into the Cotswold’s and surrounding areas.
At Queens Square, we do not provide “off the shelf” solutions, but offer our clients the benefit of long term, high trust relationships to help meet all their financial needs….along with the needs of their families and/or business if required.
From the outset Gemma felt it was essential to write bespoke financial plans for her clients to help achieve their goals – and this is replicated through all of her advisers, who have each been selected for their different skill sets and specialisms to complement her clients varying needs. Alongside this initial strategy we are further committed to meeting regularly with our clients to ensure those financial plans are reviewed as both client circumstances change, along with the political and economic climate.
So whatever your objective is we can help your financial needs – be it:
- Managing Cash & Borrowings
- Retirement Strategy Planning
- Investment Strategies
- Inheritance Tax Planning & Income Tax Mitigation
- Long Term Care Planning
- Protection Arrangements
If you feel this service would be of benefit to you please do not hesitate to contact us and we look forward to building a professional and valued relationship with you in the future.