Nottingham-based George Square Financial Management has acquired independent financial advice firm Taylor McGill in the latest stage of the firm’s corporate expansion plans.
The deal will see George Square, which provides independent financial planning solutions and mortgage advice across the East Midlands, grow its client base significantly and add an independent financial adviser to its team.
Also based in Nottingham, Taylor McGill is recognised for offering bespoke financial planning services for its clients. The firm has built up a sizable portfolio of 250 private clients since it was founded in 1991 by the company’s directors, Simon Taylor and Gerry McGill.
Simon’s son, Daniel Taylor, also joined the team in 2008 in an administration capacity, before becoming a financial planner for the firm on completion of his qualifications in 2013.
As part of the acquisition, George Square will acquire all of Taylor McGill’s client base, which will now be able to access additional financial services provided by George Square, including specialist lending and independent mortgage advice.
Daniel will also join the George Square team as an independent financial adviser, bringing with him 10 years’ worth of expertise in supporting clients who have inherited wealth and are looking for financial guidance, as well as in providing retirement and later life planning advice.
George Goward, Managing Director of George Square, says: “This acquisition marks a significant step in George Square’s three-to-five year corporate expansion plans that we set out at the start of 2023.
“I have enjoyed a longstanding relationship with Simon and Gerry for many years now, and know too well how tirelessly they have worked over the last three decades to establish and maintain Taylor McGill’s fine reputation.
“Taylor McGill clients can rest assured that they will continue to receive this top level of service from George Square, whilst also benefitting from the additional services we offer, such as independent mortgage advice.
“We are also delighted to welcome Daniel to the George Square team. His extensive knowledge and expertise will help add value to our personal financial planning service offering.”
Gerry McGill, director of Taylor McGill, says: “George Square’s values align perfectly with the approach we have always taken at Taylor McGill over the years. Considered planning, sound investment management and the strong ethos of partnership lie at the heart of what the team at George Square does, and I am confident that our clients are in safe hands as we begin this next chapter.”
Simon Taylor, director of Taylor McGill, adds: “Gerry and I founded our company 33 years ago, and we are extremely proud of what we have achieved over the years through offering a value for money service that, in turn, has added value for the people we have worked with.
“This acquisition marks an exciting step for the firm and for our clients, who will be able to benefit from the range of services that George Square offers, including specialist lending and independent mortgage advice.”
